Ad is loading...
OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
Oakmark Equity and Income Institutional
Price$36.87
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R4
Price$35.43
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
OANBX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RLBEX commentary
Jan 24, 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: 243B vs. OANBX (6.32B). OANBX pays higher dividends than RLBEX: OANBX (3.01) vs RLBEX (2.24). OANBX was incepted earlier than RLBEX: OANBX (8 years) vs RLBEX (23 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). OANBX (12.79) and RLBEX (12.44) have marching annual gain over last year. OANBX return over 5 years is better than : 35.60 vs. RLBEX (31.69).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.284 | 3.064 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 243B | 3% |
| Annual Yield % from dividends | 3.01 | 2.24 | 134% |
| Returns for 1 year | 12.79 | 12.44 | 103% |
| Returns for 3 years | 15.48 | 15.91 | 97% |
| Returns for 5 years | 35.60 | 31.69 | 112% |
| Returns for 10 years | N/A | 58.21 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VWUAX | 193.38 | 2.78 | +1.46% |
| Vanguard US Growth Admiral™ | |||
| RSERX | 20.00 | 0.11 | +0.55% |
| Victory Sophus Emerging Markets R6 | |||
| BTLSX | 7.96 | 0.04 | +0.51% |
| Baillie Gifford Intl Concntr Gr EqsInstl | |||
| MALRX | 22.73 | N/A | N/A |
| BlackRock Advantage Large Cap Core Instl | |||
| ERIFX | 11.93 | N/A | N/A |
| Eaton Vance Balanced R | |||