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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$26.89
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.14B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Aug 17, 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 (6.16B). RIDCX pays higher dividends than OAKBX: RIDCX (3.39) 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 : 11.47 vs. OAKBX (8.88). OAKBX return over 5 years is better than : 44.76 vs. RIDCX (36.31).
| 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 | 5.694 | 11.945 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 136B | 5% |
| Annual Yield % from dividends | 2.15 | 3.39 | 64% |
| Returns for 1 year | 8.88 | 11.47 | 77% |
| Returns for 3 years | 24.64 | 20.89 | 118% |
| Returns for 5 years | 44.76 | 36.31 | 123% |
| Returns for 10 years | 30.45 | 48.19 | 63% |
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