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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.98
Change-$0.28 (-0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.61
Change-$0.22 (-0.60%)
VolumeN/A
CapitalizationN/A
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Nov 13, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. OAYBX (6.4B). OAYBX pays higher dividends than RLBEX: OAYBX (2.98) vs RLBEX (2.24). OAYBX was incepted earlier than RLBEX: OAYBX (8 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. OAYBX (45.00). RLBEX has a lower initial minimum investment than OAYBX: RLBEX (250) vs OAYBX (100000). RLBEX (25.44) and OAYBX (24.25) have marching annual gain over last year. RLBEX return over 5 years is better than : 39.61 vs. OAYBX (30.09).
| OAYBX | RLBEX | OAYBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 12.470 | 16.430 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 241B | 3% |
| Annual Yield % from dividends | 2.98 | 2.24 | 133% |
| Returns for 1 year | 24.25 | 25.44 | 95% |
| Returns for 3 years | 4.40 | 12.75 | 35% |
| Returns for 5 years | 30.09 | 39.61 | 76% |
| Returns for 10 years | N/A | 56.25 | - |