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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$36.89
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets6.44B
American Funds Income Fund of Amer R4
Price$25.59
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
Feb 23, 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 Hold and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 130B vs. OAKBX (6.44B). RIDEX pays higher dividends than OAKBX: RIDEX (3.50) vs OAKBX (2.69). OAKBX was incepted earlier than RIDEX: OAKBX (29 years) vs RIDEX (23 years). OAKBX is a more actively managed with annual turnover of: 45.00 vs. RIDEX (40.00). OAKBX has a lower initial minimum investment than RIDEX: OAKBX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 13.19 vs. OAKBX (11.02). OAKBX return over 5 years is better than : 34.45 vs. RIDEX (23.39).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 2.615 | 5.049 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 130B | 5% |
| Annual Yield % from dividends | 2.69 | 3.50 | 77% |
| Returns for 1 year | 11.02 | 13.19 | 84% |
| Returns for 3 years | 16.52 | 11.13 | 148% |
| Returns for 5 years | 34.45 | 23.39 | 147% |
| Returns for 10 years | 23.43 | 34.63 | 68% |
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