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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
Jun 04, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 279B vs. OAKBX (5.91B). OAKBX pays higher dividends than RLBAX: OAKBX (2.19) vs RLBAX (1.14). 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). RLBAX annual gain was more profitable for investors over the last year : 16.80 vs. OAKBX (10.57). RLBAX return over 5 years is better than : 31.17 vs. OAKBX (16.71).
| 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 | 0.776 | 9.354 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 279B | 2% |
| Annual Yield % from dividends | 2.19 | 1.14 | 193% |
| Returns for 1 year | 10.57 | 16.80 | 63% |
| Returns for 3 years | 35.88 | 42.23 | 85% |
| Returns for 5 years | 16.71 | 31.17 | 54% |
| Returns for 10 years | 51.40 | 77.06 | 67% |
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