OANBX
Price
$38.09
Change
+$0.01 (+0.03%)
Updated
Oct 2 closing price
Net Assets
6.24B
RLBEX
Price
$38.85
Change
+$0.10 (+0.26%)
Updated
Oct 2 closing price
Net Assets
263.39B
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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$38.09
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$38.85
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets263.39B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Oct 03, 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 Hold and RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. OANBX (6.24B). OANBX pays higher dividends than RLBEX: OANBX (2.40) vs RLBEX (1.74). 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). RLBEX annual gain was more profitable for investors over the last year : 9.47 vs. OANBX (8.57). OANBX return over 5 years is better than : 51.11 vs. RLBEX (44.82).
OANBXRLBEXOANBX / RLBEX
Total Expense Ratio0.590.59100%
Annual Report Gross Expense Ratio0.590.59100%
Fund Existence9 years23 years-
Gain YTD8.14114.36657%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B263B2%
Annual Yield % from dividends2.401.74138%
Returns for 1 year8.579.4791%
Returns for 3 years43.4550.1287%
Returns for 5 years51.1144.82114%
Returns for 10 yearsN/A80.51-
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