Oakmark Equity And Income Investor (OAKBX) Stock Price & Analysis
Oakmark Equity And Income Investor (OAKBX) closed at USD 41.27 on Friday, October 23, 2026, down 0.77% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 41.59; the Oct 23, 2026 session ranged USD 41.27–41.27 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 36.9–42.17 (NAS). Source: Nexqual, retrieved October 24, 2026 at 03:53 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OAKBX.md
Key facts (OAKBX)
- Total return with dividends: 1Y +9.8% vs S&P 500 +13.4%; 5Y +34.0% vs S&P 500 +76.9%.
Total return (dividends reinvested) (OAKBX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +9.8% | +34.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.8% | +6.0% |
| Volatility (annualized) | 9.3% | 11.9% |
| Max drawdown | -6.9% (Jan 2026→Mar 2026) | -20.4% (Jan 2022→Sep 2022) |
Key Statistics (as of October 24, 2026 at 03:53 UTC)
| Price | USD 41.27 |
|---|---|
| Change | ▼ 0.77% (down) |
| Previous Close | USD 41.59 |
| Open | USD 41.27 |
| Day Range | USD 41.27 – 41.27 |
| 52-Week Range | USD 36.9 – 42.17 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (OAKBX)
Nexqual's technical model rates OAKBX "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 24, 2026 at 03:53 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 60.05 (neutral) |
| vs SMA50 | Above (USD 40.88) |
| MACD | 0.18 (positive) |
Financial Health Score (OAKBX)
Nexqual rates Oakmark Equity And Income Investor's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 03:53 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| OAKGX | Oakmark Global Fund Investor Cl | USD 41.77 | ▼ 0% |
| OAKIX | Oakmark International Fund Inve | USD 33.92 | ▲ 0% |
| OAKLX | Oakmark Select Fund Investor Cl | USD 110.4 | ▼ 0% |
| OAKMX | Oakmark Fund Investor Class | USD 188.43 | ▲ 0% |
| DODBX | Dodge & Cox Balanced Fund | USD 13.9 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 03:53 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt