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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$36.25
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.14B
American Funds American Balanced R4
Price$35.32
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets241.02B
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Jun 01, 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.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B 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 : 8.36 vs. RLBEX (7.62). OAYBX return over 5 years is better than : 51.29 vs. RLBEX (36.91).
| 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 | 1.556 | 3.381 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 241B | 3% |
| Annual Yield % from dividends | 2.32 | 1.90 | 122% |
| Returns for 1 year | 8.36 | 7.62 | 110% |
| Returns for 3 years | 21.44 | 20.97 | 102% |
| Returns for 5 years | 51.29 | 36.91 | 139% |
| Returns for 10 years | N/A | 57.37 | - |
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