OANBX
Price
$37.47
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
RLBEX
Price
$36.81
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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OANBX vs RLBEX

Header iconOANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEXBanner chart's image
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. OANBX (6.24B). OANBX pays higher dividends than RLBEX: OANBX (2.41) vs RLBEX (1.83). 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 : 11.86 vs. RLBEX (7.86). OANBX return over 5 years is better than : 55.61 vs. RLBEX (41.38).
OANBXRLBEXOANBX / RLBEX
Total Expense Ratio0.590.59100%
Annual Report Gross Expense Ratio0.590.59100%
Fund Existence9 years23 years-
Gain YTD5.7008.06471%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B252B2%
Annual Yield % from dividends2.411.83132%
Returns for 1 year11.867.86151%
Returns for 3 years36.6235.05104%
Returns for 5 years55.6141.38134%
Returns for 10 yearsN/A67.17-
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