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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
Aug 03, 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 Buy and RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 145B vs. OAKBX (5.99B). RIDCX pays higher dividends than OAKBX: RIDCX (3.12) vs OAKBX (2.13). 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 annual gain was more profitable for investors over the last year : 11.74 vs. RIDCX (8.76). RIDCX (23.46) and OAKBX (22.40) have equivalent 5 years return.
| 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 | 4.764 | 8.133 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 145B | 4% |
| Annual Yield % from dividends | 2.13 | 3.12 | 68% |
| Returns for 1 year | 11.74 | 8.76 | 134% |
| Returns for 3 years | 32.36 | 33.64 | 96% |
| Returns for 5 years | 22.40 | 23.46 | 95% |
| Returns for 10 years | 55.73 | 54.75 | 102% |
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