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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.86
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets6.44B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Feb 23, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. OAYBX (6.44B). 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 annual gain was more profitable for investors over the last year : 11.29 vs. RLBEX (9.22). OAYBX return over 5 years is better than : 35.64 vs. RLBEX (30.07).
| 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 | 2.646 | 2.889 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 242B | 3% |
| Annual Yield % from dividends | 2.98 | 2.24 | 133% |
| Returns for 1 year | 11.29 | 9.22 | 122% |
| Returns for 3 years | 17.12 | 17.55 | 98% |
| Returns for 5 years | 35.64 | 30.07 | 119% |
| Returns for 10 years | N/A | 54.52 | - |
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