OAYBX
Price
$37.12
Change
+$0.30 (+0.81%)
Updated
Jun 26 closing price
Net Assets
6.14B
RLBEX
Price
$36.35
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
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OAYBX vs RLBEX

Header iconOAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEXBanner chart's image
Oakmark Equity and Income Advisor
Price$37.12
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 248B vs. OAYBX (6.14B). OAYBX pays higher dividends than RLBEX: OAYBX (2.32) vs RLBEX (1.90). 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). OAYBX annual gain was more profitable for investors over the last year : 10.38 vs. RLBEX (7.34). OAYBX return over 5 years is better than : 56.24 vs. RLBEX (42.62).
OAYBXRLBEXOAYBX / RLBEX
Total Expense Ratio0.620.59105%
Annual Report Gross Expense Ratio0.620.59105%
Fund Existence9 years23 years-
Gain YTD3.9936.71359%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.14B248B2%
Annual Yield % from dividends2.321.90122%
Returns for 1 year10.387.34141%
Returns for 3 years32.6532.63100%
Returns for 5 years56.2442.62132%
Returns for 10 yearsN/A65.75-
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