Interact to see
Advertisement
Advertisement
OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
OAKBX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RLBAX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OAKBX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 288B vs. OAKBX (5.99B). OAKBX pays higher dividends than RLBAX: OAKBX (2.13) vs RLBAX (1.13). OAKBX was incepted earlier than RLBAX: OAKBX (31 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than OAKBX (0.85). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RLBAX (50.00). OAKBX has a lower initial minimum investment than RLBAX: OAKBX (0) vs RLBAX (250). OAKBX annual gain was more profitable for investors over the last year : 11.74 vs. RLBAX (10.43). RLBAX return over 5 years is better than : 28.18 vs. OAKBX (22.40).
| OAKBX | RLBAX | OAKBX / RLBAX | |
| Total Expense Ratio | 0.85 | 1.32 | 64% |
| Annual Report Gross Expense Ratio | 0.85 | 1.32 | 64% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 4.764 | 7.908 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 288B | 2% |
| Annual Yield % from dividends | 2.13 | 1.13 | 188% |
| Returns for 1 year | 11.74 | 10.43 | 113% |
| Returns for 3 years | 32.36 | 35.45 | 91% |
| Returns for 5 years | 22.40 | 28.18 | 80% |
| Returns for 10 years | 55.73 | 73.40 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement