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OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$35.19
Change-$1.07 (-2.95%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
OANBX vs RLBAX Comparison Chart
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OANBX vs. RLBAX commentary
Apr 04, 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: 235B 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 : 6.37 vs. RLBAX (0.57). OANBX return over 5 years is better than : 78.97 vs. RLBAX (41.60).
| OANBX | RLBAX | OANBX / RLBAX | |
| Total Expense Ratio | 0.59 | 1.33 | 44% |
| Annual Report Gross Expense Ratio | 0.59 | 1.33 | 44% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 1.620 | -2.348 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 235B | 3% |
| Annual Yield % from dividends | 2.36 | 1.27 | 186% |
| Returns for 1 year | 6.37 | 0.57 | 1,120% |
| Returns for 3 years | 15.97 | 7.24 | 221% |
| Returns for 5 years | 78.97 | 41.60 | 190% |
| Returns for 10 years | N/A | 41.83 | - |
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