OANBX
Price
$35.05
Change
+$0.31 (+0.89%)
Updated
Apr 24 closing price
Net Assets
6.2B
RLBAX
Price
$33.37
Change
+$0.43 (+1.31%)
Updated
Apr 24 closing price
Net Assets
226.9B
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OANBX vs RLBAX

Header iconOANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAXBanner chart's image
Oakmark Equity and Income Institutional
Price$35.05
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
OANBX vs RLBAX Comparison Chart
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OANBX vs. RLBAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 227B vs. OANBX (6.2B). OANBX pays higher dividends than RLBAX: OANBX (2.36) vs RLBAX (1.27). OANBX was incepted earlier than RLBAX: OANBX (8 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than OANBX (0.59). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 4.50 vs. RLBAX (3.37). OANBX return over 5 years is better than : 58.26 vs. RLBAX (31.54).
OANBXRLBAXOANBX / RLBAX
Total Expense Ratio0.591.3344%
Annual Report Gross Expense Ratio0.591.3344%
Fund Existence8 years23 years-
Gain YTD-1.771-1.759101%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.2B227B3%
Annual Yield % from dividends2.361.27186%
Returns for 1 year4.503.37133%
Returns for 3 years17.7512.43143%
Returns for 5 years58.2631.54185%
Returns for 10 yearsN/A41.03-
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