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OAYBX vs RLBEX
OAYBX vs RLBEX Comparison
Open Charts OAYBX vs RLBEX
Oakmark Equity and Income Advisor
Price$34.70
Change+$1.56 (+4.71%)
VolumeN/A
Net Assets6.2B
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
OAYBX vs RLBEX Comparison Chart
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OAYBX vs. RLBEX commentary
Apr 11, 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: 229B vs. OAYBX (6.2B). OAYBX pays higher dividends than RLBEX: OAYBX (2.33) vs RLBEX (1.97). OAYBX was incepted earlier than RLBEX: OAYBX (8 years) vs RLBEX (23 years). OAYBX (0.62) and RLBEX (0.60) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 171.00 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 : 2.00 vs. RLBEX (-3.59). OAYBX return over 5 years is better than : 54.76 vs. RLBEX (30.13).
| OAYBX | RLBEX | OAYBX / RLBEX | |
| Total Expense Ratio | 0.62 | 0.60 | 103% |
| Annual Report Gross Expense Ratio | 0.62 | 0.60 | 103% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -2.786 | -6.951 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 229B | 3% |
| Annual Yield % from dividends | 2.33 | 1.97 | 118% |
| Returns for 1 year | 2.00 | -3.59 | -56% |
| Returns for 3 years | 13.14 | 4.98 | 264% |
| Returns for 5 years | 54.76 | 30.13 | 182% |
| Returns for 10 years | N/A | 41.70 | - |
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