OANBX
Price
$35.19
Change
-$1.07 (-2.95%)
Updated
Apr 3 closing price
Net Assets
6.2B
RLBEX
Price
$33.42
Change
-$0.88 (-2.57%)
Updated
Apr 3 closing price
Net Assets
235.03B
Ad is loading...

OANBX vs RLBEX

Header iconOANBX vs RLBEX Comparison
Open Charts OANBX vs RLBEXBanner chart's image
Oakmark Equity and Income Institutional
Price$35.19
Change-$1.07 (-2.95%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
OANBX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OANBX vs. RLBEX commentary
Apr 04, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B 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 : 6.37 vs. RLBEX (1.35). OANBX return over 5 years is better than : 78.97 vs. RLBEX (46.09).
OANBXRLBEXOANBX / RLBEX
Total Expense Ratio0.590.6098%
Annual Report Gross Expense Ratio0.590.6098%
Fund Existence8 years23 years-
Gain YTD1.620-2.180-74%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.2B235B3%
Annual Yield % from dividends2.361.97120%
Returns for 1 year6.371.35472%
Returns for 3 years15.979.13175%
Returns for 5 years78.9746.09171%
Returns for 10 yearsN/A49.74-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GEMCX19.37N/A
N/A
Goldman Sachs Emerging Markets Eq C
PJDAX17.17N/A
N/A
PGIM Jennison Rising Dividend A
CUSUX16.78N/A
N/A
Six Circles U.S. Unconstrained Equity
ITFEX11.71N/A
N/A
Voya International High Div Low Vol S2
ESGYX20.10N/A
N/A
Mirova Global Sustainable Equity Y