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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$35.90
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.01B
American Funds American Balanced R4
Price$34.84
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
OANBX vs RLBEX Comparison Chart
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OANBX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. OANBX (6.01B). OANBX pays higher dividends than RLBEX: OANBX (2.41) vs RLBEX (1.98). OANBX was incepted earlier than RLBEX: OANBX (8 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 : 5.44 vs. RLBEX (4.75). OANBX return over 5 years is better than : 54.15 vs. RLBEX (38.04).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.611 | 1.976 | 31% |
| 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 | 1.98 | 122% |
| Returns for 1 year | 5.44 | 4.75 | 114% |
| Returns for 3 years | 23.86 | 22.57 | 106% |
| Returns for 5 years | 54.15 | 38.04 | 142% |
| Returns for 10 years | N/A | 54.30 | - |
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