OANBX
Price
$36.18
Change
+$0.27 (+0.75%)
Updated
Dec 20 closing price
RLBAX
Price
$34.04
Change
+$0.26 (+0.77%)
Updated
Dec 20 closing price
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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$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).
OANBXRLBAXOANBX / RLBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years23 years-
Gain YTD9.2338.731106%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.64B236B3%
Annual Yield % from dividends3.011.59189%
Returns for 1 year9.699.35104%
Returns for 3 years13.087.62172%
Returns for 5 years32.4025.98125%
Returns for 10 yearsN/A45.31-
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