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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 283B 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 : 13.66 vs. RLBAX (11.72). RLBAX return over 5 years is better than : 29.85 vs. OAKBX (26.74).
| 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 | 8.029 | 9.555 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 283B | 2% |
| Annual Yield % from dividends | 2.13 | 1.13 | 188% |
| Returns for 1 year | 13.66 | 11.72 | 117% |
| Returns for 3 years | 42.48 | 41.70 | 102% |
| Returns for 5 years | 26.74 | 29.85 | 90% |
| Returns for 10 years | 56.11 | 73.93 | 76% |
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