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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$38.13
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$38.96
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Oct 07, 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: 266B vs. OAYBX (6.24B). OAYBX pays higher dividends than RLBEX: OAYBX (2.37) vs RLBEX (1.74). 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 : 9.60 vs. OAYBX (8.56). OAYBX return over 5 years is better than : 47.98 vs. RLBEX (43.58).
| 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 | 8.202 | 14.690 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 266B | 2% |
| Annual Yield % from dividends | 2.37 | 1.74 | 136% |
| Returns for 1 year | 8.56 | 9.60 | 89% |
| Returns for 3 years | 43.14 | 51.48 | 84% |
| Returns for 5 years | 47.98 | 43.58 | 110% |
| Returns for 10 years | N/A | 79.24 | - |
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