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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$36.87
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R1
Price$35.14
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets242.81B
OANBX vs RLBAX Comparison Chart
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OANBX vs. RLBAX commentary
Jan 24, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. OANBX (6.32B). 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 : 12.79 vs. RLBAX (11.57). OANBX return over 5 years is better than : 35.60 vs. RLBAX (27.69).
| 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 | 2.284 | 3.029 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 243B | 3% |
| Annual Yield % from dividends | 3.01 | 1.59 | 189% |
| Returns for 1 year | 12.79 | 11.57 | 111% |
| Returns for 3 years | 15.48 | 14.03 | 110% |
| Returns for 5 years | 35.60 | 27.69 | 129% |
| Returns for 10 years | N/A | 50.06 | - |
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