Ad is loading...
OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$36.91
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R4
Price$25.13
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
OAKBX vs RIDEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RIDEX commentary
Jan 24, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 127B vs. OAKBX (6.32B). 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 (12.49) and OAKBX (12.48) have marching annual gain over last year. OAKBX return over 5 years is better than : 34.26 vs. RIDEX (20.75).
| 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 | 2.253 | 2.668 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 127B | 5% |
| Annual Yield % from dividends | 2.69 | 3.50 | 77% |
| Returns for 1 year | 12.48 | 12.49 | 100% |
| Returns for 3 years | 14.79 | 7.84 | 189% |
| Returns for 5 years | 34.26 | 20.75 | 165% |
| Returns for 10 years | 27.20 | 33.87 | 80% |