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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$37.16
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX commentary
Nov 20, 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 OANBX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. OANBX (6.16B). OANBX pays higher dividends than RLBAX: OANBX (2.41) vs RLBAX (1.08). OANBX was incepted earlier than RLBAX: OANBX (9 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OANBX (0.59). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). RLBAX has a lower initial minimum investment than OANBX: RLBAX (250) vs OANBX (250000). RLBAX annual gain was more profitable for investors over the last year : 7.96 vs. OANBX (3.56). OANBX (34.48) and RLBAX (33.76) have equivalent 5 years return.
| OANBX | RLBAX | OANBX / RLBAX | |
| Total Expense Ratio | 0.59 | 1.31 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.31 | 45% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.501 | 12.973 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 264B | 2% |
| Annual Yield % from dividends | 2.41 | 1.08 | 222% |
| Returns for 1 year | 3.56 | 7.96 | 45% |
| Returns for 3 years | 31.16 | 37.66 | 83% |
| Returns for 5 years | 34.48 | 33.76 | 102% |
| Returns for 10 years | N/A | 63.03 | - |
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