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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.50
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Dec 24, 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. OAYBX (6.64B). 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). RLBEX annual gain was more profitable for investors over the last year : 10.70 vs. OAYBX (9.60). OAYBX return over 5 years is better than : 32.17 vs. RLBEX (30.53).
| 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 | 9.210 | 10.211 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 236B | 3% |
| Annual Yield % from dividends | 2.98 | 2.24 | 133% |
| Returns for 1 year | 9.60 | 10.70 | 90% |
| Returns for 3 years | 11.56 | 9.05 | 128% |
| Returns for 5 years | 32.17 | 30.53 | 105% |
| Returns for 10 years | N/A | 53.92 | - |
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