Interact to see
Advertisement
Advertisement
OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$26.81
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets135.56B
OAKBX vs RIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RIDCX commentary
Jul 26, 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 Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 136B vs. OAKBX (6.24B). RIDCX pays higher dividends than OAKBX: RIDCX (3.38) vs OAKBX (2.15). OAKBX was incepted earlier than RIDCX: OAKBX (30 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than OAKBX (0.85). RIDCX is a more actively managed with annual turnover of: 92.00 vs. OAKBX (38.00). 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 : 13.22 vs. OAKBX (10.07). OAKBX return over 5 years is better than : 49.06 vs. RIDCX (39.36).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 5.610 | 11.612 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 136B | 5% |
| Annual Yield % from dividends | 2.15 | 3.38 | 63% |
| Returns for 1 year | 10.07 | 13.22 | 76% |
| Returns for 3 years | 32.81 | 25.76 | 127% |
| Returns for 5 years | 49.06 | 39.36 | 125% |
| Returns for 10 years | 30.22 | 47.96 | 63% |