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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Jun 24, 2026
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: 147B vs. OAKBX (5.91B). RIDCX pays higher dividends than OAKBX: RIDCX (3.16) vs OAKBX (2.19). OAKBX was incepted earlier than RIDCX: OAKBX (31 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than OAKBX (0.85). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RIDCX (65.00). OAKBX has a lower initial minimum investment than RIDCX: OAKBX (0) vs RIDCX (250). OAKBX (7.54) and RIDCX (7.48) have marching annual gain over last year. RIDCX return over 5 years is better than : 21.52 vs. OAKBX (17.34).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 0.90 | 94% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -0.873 | 5.525 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 147B | 4% |
| Annual Yield % from dividends | 2.19 | 3.16 | 69% |
| Returns for 1 year | 7.54 | 7.48 | 101% |
| Returns for 3 years | 32.24 | 34.32 | 94% |
| Returns for 5 years | 17.34 | 21.52 | 81% |
| Returns for 10 years | 53.03 | 57.63 | 92% |
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