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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$36.91
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R3
Price$25.06
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Jan 24, 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: 127B vs. OAKBX (6.32B). 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). OAKBX (12.48) and RIDCX (12.15) have marching annual gain over last year. OAKBX return over 5 years is better than : 34.26 vs. RIDCX (19.52).
| 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 | 2.253 | 2.634 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 127B | 5% |
| Annual Yield % from dividends | 2.69 | 3.23 | 83% |
| Returns for 1 year | 12.48 | 12.15 | 103% |
| Returns for 3 years | 14.79 | 7.15 | 207% |
| Returns for 5 years | 34.26 | 19.52 | 176% |
| Returns for 10 years | 27.20 | 32.04 | 85% |
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