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OANBX vs RLBEX
OANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEX
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.
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).
| OANBX | RLBEX | OANBX / RLBEX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.021 | 15.867 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 268B | 2% |
| Annual Yield % from dividends | 2.40 | 1.74 | 138% |
| Returns for 1 year | 9.24 | 10.97 | 84% |
| Returns for 3 years | 39.39 | 48.87 | 81% |
| Returns for 5 years | 46.69 | 44.31 | 105% |
| Returns for 10 years | N/A | 77.01 | - |
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