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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$36.13
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.07
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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OANBX vs RLBEX Comparison Chart
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OANBX vs. RLBEX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. OANBX (6.53B). OANBX pays higher dividends than RLBEX: OANBX (3.01) vs RLBEX (2.24). OANBX was incepted earlier than RLBEX: OANBX (8 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). 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 : 20.98 vs. OANBX (15.97). RLBEX return over 5 years is better than : 38.25 vs. OANBX (28.22).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 7.827 | 12.731 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 236B | 3% |
| Annual Yield % from dividends | 3.01 | 2.24 | 134% |
| Returns for 1 year | 15.97 | 20.98 | 76% |
| Returns for 3 years | 4.57 | 12.34 | 37% |
| Returns for 5 years | 28.22 | 38.25 | 74% |
| Returns for 10 years | N/A | 52.69 | - |
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