Ad is loading...
OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.05
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$25.81
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
OAKBX vs RIDEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RIDEX commentary
Nov 14, 2024
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 StrongBuy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OAKBX (6.4B). RIDEX pays higher dividends than OAKBX: RIDEX (3.50) vs OAKBX (2.69). OAKBX was incepted earlier than RIDEX: OAKBX (29 years) vs RIDEX (22 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). OAKBX (20.57) and RIDEX (20.44) have marching annual gain over last year. OAKBX return over 5 years is better than : 27.75 vs. RIDEX (23.03).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 11.508 | 12.685 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 128B | 5% |
| Annual Yield % from dividends | 2.69 | 3.50 | 77% |
| Returns for 1 year | 20.57 | 20.44 | 101% |
| Returns for 3 years | 3.23 | 5.33 | 61% |
| Returns for 5 years | 27.75 | 23.03 | 121% |
| Returns for 10 years | 17.29 | 36.94 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers