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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$36.57
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R3
Price$26.15
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets132.63B
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Jun 15, 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: 133B vs. OAKBX (6.14B). RIDCX pays higher dividends than OAKBX: RIDCX (3.45) vs OAKBX (2.08). 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 : 13.34 vs. OAKBX (8.42). OAKBX return over 5 years is better than : 49.01 vs. RIDCX (40.32).
| 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 | 2.278 | 8.864 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 133B | 5% |
| Annual Yield % from dividends | 2.08 | 3.45 | 60% |
| Returns for 1 year | 8.42 | 13.34 | 63% |
| Returns for 3 years | 31.43 | 24.60 | 128% |
| Returns for 5 years | 49.01 | 40.32 | 122% |
| Returns for 10 years | 22.57 | 40.97 | 55% |
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