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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$38.09
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R1
Price$38.55
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets263.39B
OANBX vs RLBAX Comparison Chart in %
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OANBX vs. RLBAX commentary
Oct 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. OANBX (6.24B). OANBX pays higher dividends than RLBAX: OANBX (2.40) vs RLBAX (1.10). 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 (8.64) and OANBX (8.57) have marching annual gain over last year. OANBX return over 5 years is better than : 51.11 vs. RLBAX (40.36).
| 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 | 8.141 | 13.740 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 263B | 2% |
| Annual Yield % from dividends | 2.40 | 1.10 | 218% |
| Returns for 1 year | 8.57 | 8.64 | 99% |
| Returns for 3 years | 43.45 | 47.02 | 92% |
| Returns for 5 years | 51.11 | 40.36 | 127% |
| Returns for 10 years | N/A | 70.29 | - |
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