# Oakmark Equity And Income Investor (OAKBX)

> Source: Nexqual · https://nexqual.com/OAKBX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Oakmark Equity And Income Investor (OAKBX), nexqual.com/OAKBX" · informational, not investment advice.

**Price:** USD 41.27 (-0.77% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 41.59 · day 41.27–41.27 · 52w 36.9–42.17 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
OAKGX (Oakmark Global Fund Investor Cl) USD 41.77 -0.00% · OAKIX (Oakmark International Fund Inve) USD 33.92 +0.00% · OAKLX (Oakmark Select Fund Investor Cl) USD 110.4 -0.00% · OAKMX (Oakmark Fund Investor Class) USD 188.43 +0.00% · DODBX (Dodge & Cox Balanced Fund) USD 13.9 +0.00%

## More
Full page: https://nexqual.com/OAKBX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt