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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$35.05
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
OANBX vs RLBEX Comparison Chart
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OANBX vs. RLBEX commentary
Apr 25, 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: 227B vs. OANBX (6.2B). OANBX pays higher dividends than RLBEX: OANBX (2.36) vs RLBEX (1.97). OANBX was incepted earlier than RLBEX: OANBX (8 years) vs RLBEX (23 years). RLBEX (0.60) and OANBX (0.59) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 171.00 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 : 4.50 vs. RLBEX (4.15). OANBX return over 5 years is better than : 58.26 vs. RLBEX (35.73).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | 0.59 | 0.60 | 98% |
| Annual Report Gross Expense Ratio | 0.59 | 0.60 | 98% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -1.771 | -1.536 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 227B | 3% |
| Annual Yield % from dividends | 2.36 | 1.97 | 120% |
| Returns for 1 year | 4.50 | 4.15 | 108% |
| Returns for 3 years | 17.75 | 14.44 | 123% |
| Returns for 5 years | 58.26 | 35.73 | 163% |
| Returns for 10 years | N/A | 48.99 | - |
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