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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
OANBX vs RLBAX Comparison Chart
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OANBX vs. RLBAX commentary
Dec 24, 2024
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: 236B vs. OANBX (6.64B). 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 (9.69) and RLBAX (9.35) have marching annual gain over last year. OANBX return over 5 years is better than : 32.40 vs. RLBAX (25.98).
| 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 | 9.233 | 8.731 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 236B | 3% |
| Annual Yield % from dividends | 3.01 | 1.59 | 189% |
| Returns for 1 year | 9.69 | 9.35 | 104% |
| Returns for 3 years | 13.08 | 7.62 | 172% |
| Returns for 5 years | 32.40 | 25.98 | 125% |
| Returns for 10 years | N/A | 45.31 | - |
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