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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.14
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.24
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets137.64B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 138B vs. OAKBX (6.16B). RIDEX pays higher dividends than OAKBX: RIDEX (3.54) vs OAKBX (2.15). OAKBX was incepted earlier than RIDEX: OAKBX (30 years) vs RIDEX (23 years). OAKBX (0.85) is less costly to investors than RIDEX (0.61). 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 : 9.74 vs. OAKBX (3.34). RIDEX return over 5 years is better than : 35.43 vs. OAKBX (33.33).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 0.85 | 0.61 | 139% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 5.088 | 13.954 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 138B | 4% |
| Annual Yield % from dividends | 2.15 | 3.54 | 61% |
| Returns for 1 year | 3.34 | 9.74 | 34% |
| Returns for 3 years | 30.24 | 27.93 | 108% |
| Returns for 5 years | 33.33 | 35.43 | 94% |
| Returns for 10 years | 32.45 | 53.78 | 60% |
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