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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.89
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R4
Price$37.10
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Aug 10, 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. OAYBX (6.16B). OAYBX pays higher dividends than RLBEX: OAYBX (2.39) vs RLBEX (1.81). 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). RLBEX annual gain was more profitable for investors over the last year : 10.13 vs. OAYBX (8.95). OAYBX return over 5 years is better than : 45.39 vs. RLBEX (37.00).
| 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 | 4.023 | 8.915 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 254B | 2% |
| Annual Yield % from dividends | 2.39 | 1.81 | 132% |
| Returns for 1 year | 8.95 | 10.13 | 88% |
| Returns for 3 years | 27.41 | 31.71 | 86% |
| Returns for 5 years | 45.39 | 37.00 | 123% |
| Returns for 10 years | N/A | 67.06 | - |
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