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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
Sep 13, 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: 150B vs. OAKBX (6.11B). RIDCX pays higher dividends than OAKBX: RIDCX (3.08) vs OAKBX (2.06). 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 : 9.32 vs. RIDCX (4.60). OAKBX (24.32) and RIDCX (23.20) 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 | 6.733 | 8.406 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11B | 150B | 4% |
| Annual Yield % from dividends | 2.06 | 3.08 | 67% |
| Returns for 1 year | 9.32 | 4.60 | 203% |
| Returns for 3 years | 38.45 | 37.18 | 103% |
| Returns for 5 years | 24.32 | 23.20 | 105% |
| Returns for 10 years | 56.52 | 57.12 | 99% |
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