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OAYBX
Price
$37.16
Change
+$0.19 (+0.51%)
Updated
Nov 22 closing price
RLBEX
Price
$36.46
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
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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$37.16
Change+$0.19 (+0.51%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.46
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Nov 23, 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 StrongBuy and RLBEX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. OAYBX (6.4B). OAYBX pays higher dividends than RLBEX: OAYBX (2.98) vs RLBEX (2.24). OAYBX was incepted earlier than RLBEX: OAYBX (8 years) vs RLBEX (22 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 (21.12) and OAYBX (20.23) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.48 vs. OAYBX (30.07).
OAYBXRLBEXOAYBX / RLBEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years22 years-
Gain YTD12.16815.26080%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.4B238B3%
Annual Yield % from dividends2.982.24133%
Returns for 1 year20.2321.1296%
Returns for 3 years5.4312.3144%
Returns for 5 years30.0737.4880%
Returns for 10 yearsN/A53.14-
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