Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) Stock Competitors & Peer Comparison
See OAKBX's competitors and their performance on the NASDAQ and across the wider stock market.
Peer Comparison Table: Asset Management - Income Industry
Detailed financial metrics including price, market cap, P/E ratio, and more for OAKBX and its NASDAQ peers.
| Symbol | Price | Change % | Market Cap | P/E Ratio | EPS | Dividend Yield |
|---|---|---|---|---|---|---|
| OAKBX | $39.39 | +0.10% | 5.8B | 19.01 | $2.06 | N/A |
| PONAX | $10.67 | -0.37% | 229.6B | N/A | N/A | N/A |
| RWICX | $79.03 | -1.39% | 157.3B | 24.81 | $3.21 | N/A |
| CWGIX | $79.83 | -1.37% | 156.7B | 24.82 | $3.24 | N/A |
| CWGFX | $79.57 | -1.38% | 156.7B | 24.81 | $3.23 | N/A |
| CWIAX | $79.41 | -1.38% | 156.7B | 24.81 | $3.22 | N/A |
| RIDGX | $27.83 | +0.14% | 145.6B | 19.49 | $1.42 | N/A |
| AMECX | $27.82 | +0.14% | 145.5B | 22.11 | $1.25 | +9.38% |
| IFAFX | $27.71 | +0.18% | 144.8B | 19.48 | $1.42 | +9.35% |
| CIRAX | $83.21 | -0.04% | 128.3B | 20.25 | $4.10 | N/A |
Stock Comparison
PIMCO Income Fund (NASDAQ: PONAX)
OAKBX vs PONAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PONAX has a market cap of 229.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PONAX trades at $10.67.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PONAX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to PONAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PONAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PONAX's competition here
American Funds Capital World Growth and Income Fund Class R-3 (NASDAQ: RWICX)
OAKBX vs RWICX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, RWICX has a market cap of 157.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while RWICX trades at $79.03.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas RWICX's P/E ratio is 24.81. In terms of profitability, OAKBX's ROE is N/A, compared to RWICX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to RWICX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check RWICX's competition here
American Funds Capital World Growth and Income Fund Class A (NASDAQ: CWGIX)
OAKBX vs CWGIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CWGIX has a market cap of 156.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CWGIX trades at $79.83.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CWGIX's P/E ratio is 24.82. In terms of profitability, OAKBX's ROE is N/A, compared to CWGIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CWGIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CWGIX's competition here
American Funds Capital World Growth & Income Fund Class F-1 Shs (NASDAQ: CWGFX)
OAKBX vs CWGFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CWGFX has a market cap of 156.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CWGFX trades at $79.57.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CWGFX's P/E ratio is 24.81. In terms of profitability, OAKBX's ROE is N/A, compared to CWGFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CWGFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CWGFX's competition here
American Funds Capital World Growth and Income Fund Class 529-A (NASDAQ: CWIAX)
OAKBX vs CWIAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CWIAX has a market cap of 156.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CWIAX trades at $79.41.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CWIAX's P/E ratio is 24.81. In terms of profitability, OAKBX's ROE is N/A, compared to CWIAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CWIAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CWIAX's competition here
American Funds The Income Fund of America (NASDAQ: RIDGX)
OAKBX vs RIDGX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, RIDGX has a market cap of 145.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while RIDGX trades at $27.83.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas RIDGX's P/E ratio is 19.49. In terms of profitability, OAKBX's ROE is N/A, compared to RIDGX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to RIDGX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check RIDGX's competition here
American Funds The Income Fund of America Class A (NASDAQ: AMECX)
OAKBX vs AMECX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, AMECX has a market cap of 145.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while AMECX trades at $27.82.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas AMECX's P/E ratio is 22.11. In terms of profitability, OAKBX's ROE is N/A, compared to AMECX's ROE of +0.05%. Regarding short-term risk, OAKBX is similarly volatile compared to AMECX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check AMECX's competition here
The Income Fund of America, Class F-1 Shares (NASDAQ: IFAFX)
OAKBX vs IFAFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, IFAFX has a market cap of 144.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while IFAFX trades at $27.71.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas IFAFX's P/E ratio is 19.48. In terms of profitability, OAKBX's ROE is N/A, compared to IFAFX's ROE of +0.05%. Regarding short-term risk, OAKBX is similarly volatile compared to IFAFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check IFAFX's competition here
American Funds Capital Income Builder Class 529-A (NASDAQ: CIRAX)
OAKBX vs CIRAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CIRAX has a market cap of 128.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CIRAX trades at $83.21.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CIRAX's P/E ratio is 20.25. In terms of profitability, OAKBX's ROE is N/A, compared to CIRAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CIRAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CIRAX's competition here
American Funds Capital Income Builder Class A (NASDAQ: CAIBX)
OAKBX vs CAIBX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CAIBX has a market cap of 127.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CAIBX trades at $83.25.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CAIBX's P/E ratio is 20.25. In terms of profitability, OAKBX's ROE is N/A, compared to CAIBX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CAIBX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CAIBX's competition here
Capital Income Builder Cl F-1 Shs (NASDAQ: CIBFX)
OAKBX vs CIBFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CIBFX has a market cap of 127.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CIBFX trades at $83.25.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CIBFX's P/E ratio is 20.25. In terms of profitability, OAKBX's ROE is N/A, compared to CIBFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to CIBFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check CIBFX's competition here
American Funds Capital Income Builder (NASDAQ: RIRGX)
OAKBX vs RIRGX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, RIRGX has a market cap of 127.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while RIRGX trades at $83.22.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas RIRGX's P/E ratio is 20.25. In terms of profitability, OAKBX's ROE is N/A, compared to RIRGX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to RIRGX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check RIRGX's competition here
Dodge & Cox Income Fund - Class I (NASDAQ: DODIX)
OAKBX vs DODIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DODIX has a market cap of 109.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DODIX trades at $12.51.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DODIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to DODIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to DODIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check DODIX's competition here
REX Autocallable Income ETF (AMEX: ATCL)
OAKBX vs ATCL Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, ATCL has a market cap of 105.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while ATCL trades at $24.59.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas ATCL's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to ATCL's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to ATCL. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check ATCL's competition here
Schwab U.S. Dividend Equity ETF (AMEX: SCHD)
OAKBX vs SCHD Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, SCHD has a market cap of 96.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while SCHD trades at $33.29.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas SCHD's P/E ratio is 19.62. In terms of profitability, OAKBX's ROE is N/A, compared to SCHD's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to SCHD. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check SCHD's competition here
Vanguard High Dividend Yield ETF (AMEX: VYM)
OAKBX vs VYM Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VYM has a market cap of 96.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VYM trades at $162.23.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VYM's P/E ratio is 21.37. In terms of profitability, OAKBX's ROE is N/A, compared to VYM's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to VYM. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check VYM's competition here
Franklin Income Fund Class A1 (NASDAQ: FKINX)
OAKBX vs FKINX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FKINX has a market cap of 78.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FKINX trades at $2.54.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FKINX's P/E ratio is 22.24. In terms of profitability, OAKBX's ROE is N/A, compared to FKINX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FKINX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FKINX's competition here
Franklin Income Fund Class R6 (NASDAQ: FNCFX)
OAKBX vs FNCFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FNCFX has a market cap of 78.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FNCFX trades at $2.53.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FNCFX's P/E ratio is 22.24. In terms of profitability, OAKBX's ROE is N/A, compared to FNCFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FNCFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FNCFX's competition here
Vanguard Equity Income Fund Investor Shares (NASDAQ: VEIPX)
OAKBX vs VEIPX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VEIPX has a market cap of 65.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VEIPX trades at $48.82.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VEIPX's P/E ratio is 16.43. In terms of profitability, OAKBX's ROE is N/A, compared to VEIPX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VEIPX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VEIPX's competition here
Vanguard Equity Income Fund Admiral Shares (NASDAQ: VEIRX)
OAKBX vs VEIRX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VEIRX has a market cap of 65.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VEIRX trades at $102.30.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VEIRX's P/E ratio is 16.43. In terms of profitability, OAKBX's ROE is N/A, compared to VEIRX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VEIRX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VEIRX's competition here
Vanguard Wellesley Income Fund Investor Shares (NASDAQ: VWINX)
OAKBX vs VWINX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VWINX has a market cap of 47.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VWINX trades at $25.86.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VWINX's P/E ratio is 16.00. In terms of profitability, OAKBX's ROE is N/A, compared to VWINX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VWINX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VWINX's competition here
JPMorgan Equity Premium Income ETF (AMEX: JEPI)
OAKBX vs JEPI Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JEPI has a market cap of 44.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JEPI trades at $56.80.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JEPI's P/E ratio is 27.84. In terms of profitability, OAKBX's ROE is N/A, compared to JEPI's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to JEPI. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check JEPI's competition here
JPMorgan Equity Income Fund I Class (NASDAQ: HLIEX)
OAKBX vs HLIEX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HLIEX has a market cap of 43.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HLIEX trades at $28.44.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HLIEX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HLIEX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HLIEX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HLIEX's competition here
Lord Abbett Short Duration Income Fund (NASDAQ: LDLVX)
OAKBX vs LDLVX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, LDLVX has a market cap of 43.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while LDLVX trades at $3.82.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas LDLVX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to LDLVX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to LDLVX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check LDLVX's competition here
iShares Core Dividend Growth ETF (AMEX: DGRO)
OAKBX vs DGRO Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DGRO has a market cap of 41.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DGRO trades at $77.84.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DGRO's P/E ratio is 23.74. In terms of profitability, OAKBX's ROE is N/A, compared to DGRO's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to DGRO. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check DGRO's competition here
JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ)
OAKBX vs JEPQ Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JEPQ has a market cap of 39.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JEPQ trades at $57.96.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JEPQ's P/E ratio is 31.15. In terms of profitability, OAKBX's ROE is N/A, compared to JEPQ's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to JEPQ. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check JEPQ's competition here
Capital Group Dividend Value ETF (AMEX: CGDV)
OAKBX vs CGDV Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CGDV has a market cap of 37B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CGDV trades at $48.85.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CGDV's P/E ratio is 26.46. In terms of profitability, OAKBX's ROE is N/A, compared to CGDV's ROE of N/A. Regarding short-term risk, OAKBX is less volatile compared to CGDV. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check CGDV's competition here
Vanguard Target Retirement Income Fund (NASDAQ: VTINX)
OAKBX vs VTINX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VTINX has a market cap of 36B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VTINX trades at $14.15.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VTINX's P/E ratio is 21.61. In terms of profitability, OAKBX's ROE is N/A, compared to VTINX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VTINX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VTINX's competition here
T. Rowe Price Equity Income Fd (NASDAQ: PRFDX)
OAKBX vs PRFDX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PRFDX has a market cap of 28.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PRFDX trades at $44.73.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PRFDX's P/E ratio is 22.68. In terms of profitability, OAKBX's ROE is N/A, compared to PRFDX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PRFDX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PRFDX's competition here
American Funds High-Income Trust Cl F-1 Shs (NASDAQ: AHTFX)
OAKBX vs AHTFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, AHTFX has a market cap of 28.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while AHTFX trades at $9.75.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas AHTFX's P/E ratio is 44.16. In terms of profitability, OAKBX's ROE is N/A, compared to AHTFX's ROE of -0.09%. Regarding short-term risk, OAKBX is similarly volatile compared to AHTFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check AHTFX's competition here
American Funds Growth and Income Portfolio Class F-1 (NASDAQ: GAIFX)
OAKBX vs GAIFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, GAIFX has a market cap of 23.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while GAIFX trades at $22.68.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas GAIFX's P/E ratio is 25.19. In terms of profitability, OAKBX's ROE is N/A, compared to GAIFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to GAIFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check GAIFX's competition here
Thornburg Investment Income Builder Fund Class I (NASDAQ: TIBIX)
OAKBX vs TIBIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TIBIX has a market cap of 22.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TIBIX trades at $38.34.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TIBIX's P/E ratio is 4.65. In terms of profitability, OAKBX's ROE is N/A, compared to TIBIX's ROE of +0.01%. Regarding short-term risk, OAKBX is similarly volatile compared to TIBIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TIBIX's competition here
Thornburg Investment Income Builder Fund Class C (NASDAQ: TIBCX)
OAKBX vs TIBCX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TIBCX has a market cap of 22.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TIBCX trades at $37.95.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TIBCX's P/E ratio is 4.60. In terms of profitability, OAKBX's ROE is N/A, compared to TIBCX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to TIBCX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TIBCX's competition here
Thornburg Investment Income Builder Fund Class R4 (NASDAQ: TIBGX)
OAKBX vs TIBGX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TIBGX has a market cap of 22.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TIBGX trades at $38.07.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TIBGX's P/E ratio is 4.62. In terms of profitability, OAKBX's ROE is N/A, compared to TIBGX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to TIBGX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TIBGX's competition here
Thornburg Investment Income Builder Fund Class R5 (NASDAQ: TIBMX)
OAKBX vs TIBMX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TIBMX has a market cap of 22.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TIBMX trades at $38.31.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TIBMX's P/E ratio is 4.65. In terms of profitability, OAKBX's ROE is N/A, compared to TIBMX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to TIBMX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TIBMX's competition here
State Street SPDR S&P Dividend ETF (AMEX: SDY)
OAKBX vs SDY Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, SDY has a market cap of 21.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while SDY trades at $155.73.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas SDY's P/E ratio is 21.17. In terms of profitability, OAKBX's ROE is N/A, compared to SDY's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to SDY. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check SDY's competition here
International Growth and Income Fd, Cl F-1 Shs (NASDAQ: IGIFX)
OAKBX vs IGIFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, IGIFX has a market cap of 20.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while IGIFX trades at $48.85.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas IGIFX's P/E ratio is 18.69. In terms of profitability, OAKBX's ROE is N/A, compared to IGIFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to IGIFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check IGIFX's competition here
Vanguard International High Dividend Yield ETF (NASDAQ: VYMI)
OAKBX vs VYMI Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VYMI has a market cap of 20.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VYMI trades at $101.64.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VYMI's P/E ratio is 14.35. In terms of profitability, OAKBX's ROE is N/A, compared to VYMI's ROE of N/A. Regarding short-term risk, OAKBX is less volatile compared to VYMI. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check VYMI's competition here
PIMCO Low Duration Income Fund Class A (NASDAQ: PFIAX)
OAKBX vs PFIAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PFIAX has a market cap of 19.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PFIAX trades at $8.18.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PFIAX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to PFIAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PFIAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PFIAX's competition here
Eaton Vance Strategic Income Class I (NASDAQ: ESIIX)
OAKBX vs ESIIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, ESIIX has a market cap of 18.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while ESIIX trades at $6.77.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas ESIIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to ESIIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to ESIIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check ESIIX's competition here
Vanguard Growth and Income Fund Investor Shares (NASDAQ: VQNPX)
OAKBX vs VQNPX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VQNPX has a market cap of 18.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VQNPX trades at $71.91.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VQNPX's P/E ratio is 24.45. In terms of profitability, OAKBX's ROE is N/A, compared to VQNPX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VQNPX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VQNPX's competition here
Vanguard Growth and Income Fund Admiral Shares (NASDAQ: VGIAX)
OAKBX vs VGIAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, VGIAX has a market cap of 18.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while VGIAX trades at $117.34.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas VGIAX's P/E ratio is 24.45. In terms of profitability, OAKBX's ROE is N/A, compared to VGIAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to VGIAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check VGIAX's competition here
T. Rowe Price New Income Fund (NASDAQ: PRCIX)
OAKBX vs PRCIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PRCIX has a market cap of 17.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PRCIX trades at $7.79.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PRCIX's P/E ratio is 29.96. In terms of profitability, OAKBX's ROE is N/A, compared to PRCIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PRCIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PRCIX's competition here
T. Rowe Price New Income Fund I Class (NASDAQ: PRXEX)
OAKBX vs PRXEX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PRXEX has a market cap of 17.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PRXEX trades at $7.79.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PRXEX's P/E ratio is 29.92. In terms of profitability, OAKBX's ROE is N/A, compared to PRXEX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PRXEX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PRXEX's competition here
American Funds Moderate Growth and Income Portfolio - Class F-1 (NASDAQ: BLPFX)
OAKBX vs BLPFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, BLPFX has a market cap of 17.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while BLPFX trades at $21.04.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas BLPFX's P/E ratio is 23.75. In terms of profitability, OAKBX's ROE is N/A, compared to BLPFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to BLPFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check BLPFX's competition here
WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ: DGRW)
OAKBX vs DGRW Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DGRW has a market cap of 16.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DGRW trades at $95.44.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DGRW's P/E ratio is 25.32. In terms of profitability, OAKBX's ROE is N/A, compared to DGRW's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to DGRW. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check DGRW's competition here
Columbia Fds Srs Tr I, Strategic Income Fd Cl A (NASDAQ: COSIX)
OAKBX vs COSIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, COSIX has a market cap of 16.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while COSIX trades at $21.68.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas COSIX's P/E ratio is 24.63. In terms of profitability, OAKBX's ROE is N/A, compared to COSIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to COSIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check COSIX's competition here
iShares Flexible Income Active ETF (AMEX: BINC)
OAKBX vs BINC Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, BINC has a market cap of 16.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while BINC trades at $51.81.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas BINC's P/E ratio is 49.56. In terms of profitability, OAKBX's ROE is N/A, compared to BINC's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to BINC. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check BINC's competition here
Fidelity Capital and Income Fund (NASDAQ: FAGIX)
OAKBX vs FAGIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FAGIX has a market cap of 16B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FAGIX trades at $11.20.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FAGIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FAGIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FAGIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FAGIX's competition here
Fidelity Advisor Strategic Income Fund (NASDAQ: FADMX)
OAKBX vs FADMX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FADMX has a market cap of 15.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FADMX trades at $12.09.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FADMX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FADMX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FADMX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FADMX's competition here
Fidelity Growth & Income Portfolio (NASDAQ: FGRIX)
OAKBX vs FGRIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FGRIX has a market cap of 15B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FGRIX trades at $74.57.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FGRIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FGRIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FGRIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FGRIX's competition here
Fidelity Floating Rate High Income (NASDAQ: FFRHX)
OAKBX vs FFRHX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FFRHX has a market cap of 14.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FFRHX trades at $9.00.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FFRHX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FFRHX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FFRHX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FFRHX's competition here
iShares Core High Dividend ETF (AMEX: HDV)
OAKBX vs HDV Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HDV has a market cap of 13.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HDV trades at $28.75.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HDV's P/E ratio is 23.76. In terms of profitability, OAKBX's ROE is N/A, compared to HDV's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to HDV. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check HDV's competition here
Fidelity Intermediate Municipal Income Fund (NASDAQ: FLTMX)
OAKBX vs FLTMX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FLTMX has a market cap of 13.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FLTMX trades at $10.07.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FLTMX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FLTMX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FLTMX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FLTMX's competition here
Invesco Equity and Income Fund Class A (NASDAQ: ACEIX)
OAKBX vs ACEIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, ACEIX has a market cap of 13B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while ACEIX trades at $11.66.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas ACEIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to ACEIX's ROE of -0.30%. Regarding short-term risk, OAKBX is similarly volatile compared to ACEIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check ACEIX's competition here
Fidelity Equity Income Fund (NASDAQ: FEQIX)
OAKBX vs FEQIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FEQIX has a market cap of 11.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FEQIX trades at $92.64.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FEQIX's P/E ratio is 21.54. In terms of profitability, OAKBX's ROE is N/A, compared to FEQIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FEQIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FEQIX's competition here
First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ: SDVY)
OAKBX vs SDVY Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, SDVY has a market cap of 11.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while SDVY trades at $43.28.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas SDVY's P/E ratio is 17.63. In terms of profitability, OAKBX's ROE is N/A, compared to SDVY's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to SDVY. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check SDVY's competition here
The Hartford Balanced Income Fund Class R3 (NASDAQ: HBLRX)
OAKBX vs HBLRX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HBLRX has a market cap of 11.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HBLRX trades at $14.98.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HBLRX's P/E ratio is 22.30. In terms of profitability, OAKBX's ROE is N/A, compared to HBLRX's ROE of -0.12%. Regarding short-term risk, OAKBX is similarly volatile compared to HBLRX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HBLRX's competition here
The Hartford Balanced Income Fund Class R6 (NASDAQ: HBLVX)
OAKBX vs HBLVX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HBLVX has a market cap of 11.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HBLVX trades at $15.14.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HBLVX's P/E ratio is 22.30. In terms of profitability, OAKBX's ROE is N/A, compared to HBLVX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HBLVX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HBLVX's competition here
Thornburg Strategic Income Fund Class I Shs (NASDAQ: TSIIX)
OAKBX vs TSIIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TSIIX has a market cap of 10.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TSIIX trades at $11.34.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TSIIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to TSIIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to TSIIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TSIIX's competition here
Fidelity High Dividend ETF (AMEX: FDVV)
OAKBX vs FDVV Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FDVV has a market cap of 9.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FDVV trades at $62.40.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FDVV's P/E ratio is 19.52. In terms of profitability, OAKBX's ROE is N/A, compared to FDVV's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to FDVV. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check FDVV's competition here
Janus Henderson Growth And Income Fund Class A (NASDAQ: JDNAX)
OAKBX vs JDNAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JDNAX has a market cap of 8.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JDNAX trades at $78.42.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JDNAX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JDNAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JDNAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JDNAX's competition here
Janus Henderson Growth And Income Fund (NASDAQ: JGINX)
OAKBX vs JGINX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JGINX has a market cap of 8.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JGINX trades at $78.74.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JGINX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JGINX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JGINX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JGINX's competition here
Janus Henderson Growth and Income Fund - T Shares (NASDAQ: JAGIX)
OAKBX vs JAGIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JAGIX has a market cap of 8.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JAGIX trades at $78.54.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JAGIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JAGIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JAGIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JAGIX's competition here
Janus Henderson Growth And Income Fund (NASDAQ: JADGX)
OAKBX vs JADGX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JADGX has a market cap of 8.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JADGX trades at $78.39.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JADGX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JADGX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JADGX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JADGX's competition here
Capital Group Core Plus Income ETF (AMEX: CGCP)
OAKBX vs CGCP Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, CGCP has a market cap of 8.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while CGCP trades at $21.99.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas CGCP's P/E ratio is 10.69. In terms of profitability, OAKBX's ROE is N/A, compared to CGCP's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to CGCP. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check CGCP's competition here
Global X - Nasdaq 100 Covered Call ETF (NASDAQ: QYLD)
OAKBX vs QYLD Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, QYLD has a market cap of 8.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while QYLD trades at $17.56.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas QYLD's P/E ratio is 32.01. In terms of profitability, OAKBX's ROE is N/A, compared to QYLD's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to QYLD. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check QYLD's competition here
Fidelity Equity Dividend Income Fund Class K (NASDAQ: FETKX)
OAKBX vs FETKX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FETKX has a market cap of 8.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FETKX trades at $33.44.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FETKX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FETKX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FETKX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FETKX's competition here
Neuberger Berman Strategic Income Fund Institutional Class (NASDAQ: NSTLX)
OAKBX vs NSTLX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, NSTLX has a market cap of 8.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while NSTLX trades at $9.91.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas NSTLX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to NSTLX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to NSTLX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check NSTLX's competition here
Fidelity Equity Dividend Income Fd (NASDAQ: FEQTX)
OAKBX vs FEQTX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FEQTX has a market cap of 8.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FEQTX trades at $33.43.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FEQTX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FEQTX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FEQTX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FEQTX's competition here
First Trust Value Line Dividend Index Fund (AMEX: FVD)
OAKBX vs FVD Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FVD has a market cap of 8.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FVD trades at $49.91.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FVD's P/E ratio is 19.23. In terms of profitability, OAKBX's ROE is N/A, compared to FVD's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to FVD. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check FVD's competition here
Principal Fds, Inc. Equity Income Fd Cl A (NASDAQ: PQIAX)
OAKBX vs PQIAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PQIAX has a market cap of 7.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PQIAX trades at $45.54.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PQIAX's P/E ratio is 24.17. In terms of profitability, OAKBX's ROE is N/A, compared to PQIAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to PQIAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check PQIAX's competition here
Janus Henderson Global Equity Income Fund - T Shares (NASDAQ: HFQTX)
OAKBX vs HFQTX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HFQTX has a market cap of 7.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HFQTX trades at $8.06.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HFQTX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HFQTX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HFQTX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HFQTX's competition here
Janus Henderson Global Equity Income Fund (NASDAQ: HFQAX)
OAKBX vs HFQAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HFQAX has a market cap of 7.6B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HFQAX trades at $8.09.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HFQAX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HFQAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HFQAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HFQAX's competition here
Janus Henderson Global Equity Income Fund (NASDAQ: HFQIX)
OAKBX vs HFQIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HFQIX has a market cap of 7.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HFQIX trades at $8.13.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HFQIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HFQIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HFQIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HFQIX's competition here
Janus Henderson Global Equity Income Fund - N Shares (NASDAQ: HFQRX)
OAKBX vs HFQRX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HFQRX has a market cap of 7.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HFQRX trades at $8.13.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HFQRX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HFQRX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HFQRX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HFQRX's competition here
Janus Henderson Global Equity Income Fund (NASDAQ: HFQSX)
OAKBX vs HFQSX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, HFQSX has a market cap of 7.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while HFQSX trades at $7.99.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas HFQSX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to HFQSX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to HFQSX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check HFQSX's competition here
PIMCO Dynamic Income Fund (NYSE: PDI)
OAKBX vs PDI Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, PDI has a market cap of 7.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while PDI trades at $16.04.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas PDI's P/E ratio is 7.79. In terms of profitability, OAKBX's ROE is N/A, compared to PDI's ROE of +0.11%. Regarding short-term risk, OAKBX is less volatile compared to PDI. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check PDI's competition here
First Trust Morningstar Dividend Leaders Index Fund (AMEX: FDL)
OAKBX vs FDL Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FDL has a market cap of 7.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FDL trades at $51.47.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FDL's P/E ratio is 16.55. In terms of profitability, OAKBX's ROE is N/A, compared to FDL's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to FDL. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check FDL's competition here
Janus Henderson Multi-Sector Income Fund (NASDAQ: JMUCX)
OAKBX vs JMUCX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JMUCX has a market cap of 7.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JMUCX trades at $8.58.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JMUCX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JMUCX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JMUCX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JMUCX's competition here
Janus Henderson Multi-Sector Income Fund (NASDAQ: JMUSX)
OAKBX vs JMUSX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JMUSX has a market cap of 7.3B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JMUSX trades at $8.57.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JMUSX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JMUSX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JMUSX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JMUSX's competition here
Janus Henderson Multi-Sector Income Fund (NASDAQ: JMUIX)
OAKBX vs JMUIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JMUIX has a market cap of 7.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JMUIX trades at $8.58.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JMUIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JMUIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JMUIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JMUIX's competition here
Janus Henderson Multi-Sector Income Fund (NASDAQ: JMUAX)
OAKBX vs JMUAX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JMUAX has a market cap of 7.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JMUAX trades at $8.58.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JMUAX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JMUAX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JMUAX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JMUAX's competition here
Janus Henderson Multi-Sector Income Fund - T Shares (NASDAQ: JMUTX)
OAKBX vs JMUTX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, JMUTX has a market cap of 7.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while JMUTX trades at $8.57.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas JMUTX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to JMUTX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to JMUTX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check JMUTX's competition here
Amplify CWP Enhanced Dividend Income ETF (AMEX: DIVO)
OAKBX vs DIVO Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DIVO has a market cap of 7.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DIVO trades at $46.67.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DIVO's P/E ratio is 24.85. In terms of profitability, OAKBX's ROE is N/A, compared to DIVO's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to DIVO. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check DIVO's competition here
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1 (NASDAQ: TAIFX)
OAKBX vs TAIFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TAIFX has a market cap of 6.7B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TAIFX trades at $17.77.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TAIFX's P/E ratio is 24.19. In terms of profitability, OAKBX's ROE is N/A, compared to TAIFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to TAIFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TAIFX's competition here
American Century Equity Income Investor Class (NASDAQ: TWEIX)
OAKBX vs TWEIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, TWEIX has a market cap of 6.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while TWEIX trades at $9.37.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas TWEIX's P/E ratio is 20.96. In terms of profitability, OAKBX's ROE is N/A, compared to TWEIX's ROE of +0.35%. Regarding short-term risk, OAKBX is similarly volatile compared to TWEIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check TWEIX's competition here
American Century Equity Income Fund R6 Class (NASDAQ: AEUDX)
OAKBX vs AEUDX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, AEUDX has a market cap of 6.4B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while AEUDX trades at $9.40.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas AEUDX's P/E ratio is 20.95. In terms of profitability, OAKBX's ROE is N/A, compared to AEUDX's ROE of +0.35%. Regarding short-term risk, OAKBX is similarly volatile compared to AEUDX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check AEUDX's competition here
Fidelity Conservative Income Bond Fd (NASDAQ: FCONX)
OAKBX vs FCONX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FCONX has a market cap of 6.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FCONX trades at $10.01.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FCONX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FCONX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FCONX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FCONX's competition here
DFA Intermediate Government Fixed Income Portfolio (NASDAQ: DFIGX)
OAKBX vs DFIGX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DFIGX has a market cap of 6.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DFIGX trades at $11.00.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DFIGX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to DFIGX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to DFIGX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check DFIGX's competition here
WisdomTree U.S. LargeCap Dividend Fund (AMEX: DLN)
OAKBX vs DLN Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, DLN has a market cap of 6.2B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while DLN trades at $98.35.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas DLN's P/E ratio is 23.40. In terms of profitability, OAKBX's ROE is N/A, compared to DLN's ROE of +0.00%. Regarding short-term risk, OAKBX is less volatile compared to DLN. This indicates lower risk in terms of short-term price fluctuations for OAKBX.Check DLN's competition here
T. Rowe Price Spectrum Income Fund (NASDAQ: RPSIX)
OAKBX vs RPSIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, RPSIX has a market cap of 6.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while RPSIX trades at $11.16.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas RPSIX's P/E ratio is 20.47. In terms of profitability, OAKBX's ROE is N/A, compared to RPSIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to RPSIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check RPSIX's competition here
Nuveen Preferred Securities & Income Fund (NASDAQ: NPSFX)
OAKBX vs NPSFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, NPSFX has a market cap of 6.1B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while NPSFX trades at $15.97.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas NPSFX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to NPSFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to NPSFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check NPSFX's competition here
Fidelity Real Estate Income (NASDAQ: FRIFX)
OAKBX vs FRIFX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FRIFX has a market cap of 5.9B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FRIFX trades at $12.50.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FRIFX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FRIFX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FRIFX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FRIFX's competition here
Fidelity Advisor Strategic Dividend & Income Fund Class M (NASDAQ: FTSDX)
OAKBX vs FTSDX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FTSDX has a market cap of 5.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FTSDX trades at $19.70.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FTSDX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FTSDX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FTSDX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FTSDX's competition here
Fidelity Advisor Strategic Dividend & Income Fund Class A (NASDAQ: FASDX)
OAKBX vs FASDX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FASDX has a market cap of 5.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FASDX trades at $19.70.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FASDX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FASDX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FASDX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FASDX's competition here
Fidelity Advisor Strategic Dividend & Income Fund: Class I (NASDAQ: FSIDX)
OAKBX vs FSIDX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FSIDX has a market cap of 5.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FSIDX trades at $19.83.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FSIDX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FSIDX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FSIDX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FSIDX's competition here
Fidelity Advisor New Markets Income Fund (NASDAQ: FNMIX)
OAKBX vs FNMIX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FNMIX has a market cap of 5.8B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FNMIX trades at $13.83.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FNMIX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FNMIX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FNMIX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FNMIX's competition here
Fidelity SAI Low Duration Income Fund (NASDAQ: FZOLX)
OAKBX vs FZOLX Comparison July 2026
Oakmark Equity And Income Fund Investor Class (NASDAQ: OAKBX) plays a significant role within the Financial Services sector. Its performance on the NASDAQ reflects broader market trends and attracts considerable investor interest.
Comparing market capitalization, OAKBX stands at 5.8B. In comparison, FZOLX has a market cap of 5.5B. Regarding current trading prices, OAKBX is priced at $39.39 on the NASDAQ, while FZOLX trades at $10.01.
To assess relative profitability and valuation, we examine the Return on Equity (ROE) and Price-to-Earnings (P/E) ratios.
OAKBX currently has a P/E ratio of 19.01, whereas FZOLX's P/E ratio is N/A. In terms of profitability, OAKBX's ROE is N/A, compared to FZOLX's ROE of N/A. Regarding short-term risk, OAKBX is similarly volatile compared to FZOLX. This indicates similar risk in terms of short-term price fluctuations for OAKBX.Check FZOLX's competition here