Interact to see
Advertisement
Advertisement
OANBX vs RLBAX
OANBX vs RLBAX Comparison
Open Charts OANBX vs RLBAX
Oakmark Equity and Income Institutional
Price$35.90
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
OANBX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RLBAX commentary
May 23, 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: 238B vs. OANBX (6.01B). OANBX pays higher dividends than RLBAX: OANBX (2.41) vs RLBAX (1.28). OANBX was incepted earlier than RLBAX: OANBX (8 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). OANBX annual gain was more profitable for investors over the last year : 5.44 vs. RLBAX (3.94). OANBX return over 5 years is better than : 54.15 vs. RLBAX (33.77).
| OANBX | RLBAX | OANBX / RLBAX | |
| Total Expense Ratio | 0.59 | 1.31 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.31 | 45% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.611 | 1.685 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 238B | 3% |
| Annual Yield % from dividends | 2.41 | 1.28 | 189% |
| Returns for 1 year | 5.44 | 3.94 | 138% |
| Returns for 3 years | 23.86 | 20.37 | 117% |
| Returns for 5 years | 54.15 | 33.77 | 160% |
| Returns for 10 years | N/A | 46.09 | - |