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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 145B vs. OAKBX (5.84B). RIDCX pays higher dividends than OAKBX: RIDCX (3.18) vs OAKBX (2.21). 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 : 8.90 vs. RIDCX (6.46). OAKBX (21.91) and RIDCX (21.77) 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 | 2.951 | 6.732 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 145B | 4% |
| Annual Yield % from dividends | 2.21 | 3.18 | 69% |
| Returns for 1 year | 8.90 | 6.46 | 138% |
| Returns for 3 years | 31.78 | 32.65 | 97% |
| Returns for 5 years | 21.91 | 21.77 | 101% |
| Returns for 10 years | 52.67 | 51.83 | 102% |
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