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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$36.89
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets6.44B
American Funds Income Fund of Amer R3
Price$25.51
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Feb 23, 2025
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 Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 130B vs. OAKBX (6.44B). RIDCX pays higher dividends than OAKBX: RIDCX (3.23) vs OAKBX (2.69). OAKBX was incepted earlier than RIDCX: OAKBX (29 years) vs RIDCX (23 years). OAKBX is a more actively managed with annual turnover of: 45.00 vs. RIDCX (40.00). OAKBX has a lower initial minimum investment than RIDCX: OAKBX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 12.85 vs. OAKBX (11.02). OAKBX return over 5 years is better than : 34.45 vs. RIDCX (22.09).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 2.615 | 4.979 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 130B | 5% |
| Annual Yield % from dividends | 2.69 | 3.23 | 83% |
| Returns for 1 year | 11.02 | 12.85 | 86% |
| Returns for 3 years | 16.52 | 10.39 | 159% |
| Returns for 5 years | 34.45 | 22.09 | 156% |
| Returns for 10 years | 23.43 | 32.74 | 72% |
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