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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
OANBX vs RLBEX Comparison Chart
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OANBX vs. RLBEX commentary
Jun 15, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. OANBX (6.14B). OANBX pays higher dividends than RLBEX: OANBX (2.35) vs RLBEX (1.90). OANBX was incepted earlier than RLBEX: OANBX (9 years) vs RLBEX (23 years). OANBX (0.59) and RLBEX (0.59) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). RLBEX has a lower initial minimum investment than OANBX: RLBEX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 8.69 vs. RLBEX (5.25). OANBX return over 5 years is better than : 50.53 vs. RLBEX (38.29).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.404 | 4.423 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 244B | 3% |
| Annual Yield % from dividends | 2.35 | 1.90 | 123% |
| Returns for 1 year | 8.69 | 5.25 | 165% |
| Returns for 3 years | 32.18 | 32.58 | 99% |
| Returns for 5 years | 50.53 | 38.29 | 132% |
| Returns for 10 years | N/A | 59.72 | - |
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