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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$34.29
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R3
Price$24.57
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets123.85B
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Apr 18, 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 StrongBuy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 124B vs. OAKBX (6.2B). RIDCX pays higher dividends than OAKBX: RIDCX (3.55) vs OAKBX (2.10). OAKBX was incepted earlier than RIDCX: OAKBX (29 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 : 9.62 vs. OAKBX (3.32). OAKBX return over 5 years is better than : 51.02 vs. RIDCX (34.74).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -4.406 | 1.705 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 124B | 5% |
| Annual Yield % from dividends | 2.10 | 3.55 | 59% |
| Returns for 1 year | 3.32 | 9.62 | 34% |
| Returns for 3 years | 11.23 | 5.96 | 188% |
| Returns for 5 years | 51.02 | 34.74 | 147% |
| Returns for 10 years | 15.76 | 29.77 | 53% |
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