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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.88
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R4
Price$35.43
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Jan 24, 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: 243B vs. OAYBX (6.32B). OAYBX pays higher dividends than RLBEX: OAYBX (2.98) vs RLBEX (2.24). OAYBX was incepted earlier than RLBEX: OAYBX (8 years) vs RLBEX (23 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). OAYBX (12.76) and RLBEX (12.44) have marching annual gain over last year. OAYBX return over 5 years is better than : 35.43 vs. RLBEX (31.69).
| OAYBX | RLBEX | OAYBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.283 | 3.064 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 243B | 3% |
| Annual Yield % from dividends | 2.98 | 2.24 | 133% |
| Returns for 1 year | 12.76 | 12.44 | 103% |
| Returns for 3 years | 15.41 | 15.91 | 97% |
| Returns for 5 years | 35.43 | 31.69 | 112% |
| Returns for 10 years | N/A | 58.21 | - |