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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$38.30
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.29B
American Funds American Balanced R4
Price$38.57
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Sep 16, 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 OAYBX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. OAYBX (6.29B). OAYBX pays higher dividends than RLBEX: OAYBX (2.32) vs RLBEX (1.79). OAYBX was incepted earlier than RLBEX: OAYBX (9 years) vs RLBEX (23 years). OAYBX (0.62) and RLBEX (0.59) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). RLBEX has a lower initial minimum investment than OAYBX: RLBEX (250) vs OAYBX (100000). OAYBX (10.04) and RLBEX (9.80) have marching annual gain over last year. OAYBX return over 5 years is better than : 47.80 vs. RLBEX (42.00).
| OAYBX | RLBEX | OAYBX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.59 | 105% |
| Annual Report Gross Expense Ratio | 0.62 | 0.59 | 105% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.998 | 13.230 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 263B | 2% |
| Annual Yield % from dividends | 2.32 | 1.79 | 130% |
| Returns for 1 year | 10.04 | 9.80 | 103% |
| Returns for 3 years | 36.80 | 43.28 | 85% |
| Returns for 5 years | 47.80 | 42.00 | 114% |
| Returns for 10 years | N/A | 81.58 | - |
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