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OAMIX vs RLBFX
OAMIX vs RLBFX Comparison
Open Charts OAMIX vs RLBFX
Invesco Select Risk: Moderate Inv A
Price$12.06
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.82B
American Funds American Balanced R5
Price$37.63
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets255.92B
OAMIX vs RLBFX Comparison Chart in %
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OAMIX vs. RLBFX commentary
Aug 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OAMIX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. OAMIX (1.82B). OAMIX pays higher dividends than RLBFX: OAMIX (3.32) vs RLBFX (2.08). OAMIX was incepted earlier than RLBFX: OAMIX (20 years) vs RLBFX (23 years). OAMIX (0.86) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and OAMIX (42.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than OAMIX: RLBFX (250) vs OAMIX (1000). OAMIX annual gain was more profitable for investors over the last year : 11.51 vs. RLBFX (9.88). RLBFX return over 5 years is better than : 40.17 vs. OAMIX (13.75).
| OAMIX | RLBFX | OAMIX / RLBFX | |
| Total Expense Ratio | 0.86 | 0.29 | 297% |
| Annual Report Gross Expense Ratio | 0.86 | 0.29 | 297% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.101 | 10.244 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 256B | 1% |
| Annual Yield % from dividends | 3.32 | 2.08 | 160% |
| Returns for 1 year | 11.51 | 9.88 | 116% |
| Returns for 3 years | 20.43 | 31.20 | 65% |
| Returns for 5 years | 13.75 | 40.17 | 34% |
| Returns for 10 years | 30.60 | 69.98 | 44% |
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