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OAKBX vs RLBAX
OAKBX vs RLBAX Comparison
Open Charts OAKBX vs RLBAX
OAKBX vs RLBAX Comparison Chart in %
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OAKBX vs. RLBAX commentary
Sep 13, 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: 285B vs. OAKBX (6.11B). OAKBX pays higher dividends than RLBAX: OAKBX (2.06) vs RLBAX (1.12). 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 : 9.32 vs. RLBAX (5.83). RLBAX return over 5 years is better than : 27.39 vs. OAKBX (24.32).
| 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 | 6.733 | 7.935 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11B | 285B | 2% |
| Annual Yield % from dividends | 2.06 | 1.12 | 184% |
| Returns for 1 year | 9.32 | 5.83 | 160% |
| Returns for 3 years | 38.45 | 38.21 | 101% |
| Returns for 5 years | 24.32 | 27.39 | 89% |
| Returns for 10 years | 56.52 | 75.00 | 75% |
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