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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$38.07
Change+$0.18 (+0.48%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX commentary
Sep 07, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. OANBX (6.29B). OANBX pays higher dividends than RLBAX: OANBX (2.35) vs RLBAX (1.15). 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). OANBX annual gain was more profitable for investors over the last year : 9.66 vs. RLBAX (9.12). OANBX return over 5 years is better than : 47.25 vs. RLBAX (35.40).
| 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 | 7.392 | 10.805 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 258B | 2% |
| Annual Yield % from dividends | 2.35 | 1.15 | 204% |
| Returns for 1 year | 9.66 | 9.12 | 106% |
| Returns for 3 years | 35.52 | 37.15 | 96% |
| Returns for 5 years | 47.25 | 35.40 | 133% |
| Returns for 10 years | N/A | 67.71 | - |
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