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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$38.05
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R3
Price$27.15
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets138.27B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Sep 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 Hold and RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 138B vs. OAKBX (6.29B). RIDCX pays higher dividends than OAKBX: RIDCX (3.30) vs OAKBX (2.09). 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 : 9.47 vs. OAKBX (8.56). OAKBX return over 5 years is better than : 52.50 vs. RIDCX (42.04).
| 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 | 7.692 | 13.632 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 138B | 5% |
| Annual Yield % from dividends | 2.09 | 3.30 | 63% |
| Returns for 1 year | 8.56 | 9.47 | 90% |
| Returns for 3 years | 44.96 | 37.57 | 120% |
| Returns for 5 years | 52.50 | 42.04 | 125% |
| Returns for 10 years | 42.88 | 62.78 | 68% |
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