OANBX
Price
$38.40
Change
+$0.12 (+0.31%)
Updated
Oct 24 closing price
Net Assets
6.24B
RLBEX
Price
$39.36
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
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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$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$39.36
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OANBX vs RLBEX Comparison Chart in %
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OANBX vs. RLBEX commentary
Oct 26, 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: 268B 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 : 10.97 vs. OANBX (9.24). OANBX return over 5 years is better than : 46.69 vs. RLBEX (44.31).
OANBXRLBEXOANBX / RLBEX
Total Expense Ratio0.590.59100%
Annual Report Gross Expense Ratio0.590.59100%
Fund Existence9 years23 years-
Gain YTD9.02115.86757%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B268B2%
Annual Yield % from dividends2.401.74138%
Returns for 1 year9.2410.9784%
Returns for 3 years39.3948.8781%
Returns for 5 years46.6944.31105%
Returns for 10 yearsN/A77.01-
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