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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.99
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets6.24B
American Funds American Balanced R4
Price$36.74
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
OAYBX vs RLBEX Comparison Chart in %
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OAYBX vs. RLBEX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 251B vs. OAYBX (6.24B). OAYBX pays higher dividends than RLBEX: OAYBX (2.38) vs RLBEX (1.83). 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 : 6.91 vs. RLBEX (5.65). OAYBX return over 5 years is better than : 49.62 vs. RLBEX (38.58).
| 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 | 4.305 | 7.858 | 55% |
| 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 | 251B | 2% |
| Annual Yield % from dividends | 2.38 | 1.83 | 130% |
| Returns for 1 year | 6.91 | 5.65 | 122% |
| Returns for 3 years | 34.82 | 35.22 | 99% |
| Returns for 5 years | 49.62 | 38.58 | 129% |
| Returns for 10 years | N/A | 63.99 | - |
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