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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$36.85
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets6.44B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
OANBX vs RLBAX Comparison Chart
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OANBX vs. RLBAX commentary
Feb 23, 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: 242B vs. OANBX (6.44B). OANBX pays higher dividends than RLBAX: OANBX (3.01) vs RLBAX (1.59). OANBX was incepted earlier than RLBAX: OANBX (8 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). RLBAX has a lower initial minimum investment than OANBX: RLBAX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 11.32 vs. RLBAX (8.36). OANBX return over 5 years is better than : 35.75 vs. RLBAX (26.04).
| OANBX | RLBAX | OANBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.646 | 2.764 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242B | 3% |
| Annual Yield % from dividends | 3.01 | 1.59 | 189% |
| Returns for 1 year | 11.32 | 8.36 | 135% |
| Returns for 3 years | 17.15 | 15.63 | 110% |
| Returns for 5 years | 35.75 | 26.04 | 137% |
| Returns for 10 years | N/A | 46.53 | - |