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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$36.20
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$24.31
Change+$0.19 (+0.79%)
VolumeN/A
CapitalizationN/A
OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
Dec 23, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. OAKBX (6.64B). 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). OAKBX (9.40) and RIDEX (9.05) have marching annual gain over last year. OAKBX return over 5 years is better than : 31.07 vs. RIDEX (18.48).
| 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 | 8.950 | 8.169 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 124B | 5% |
| Annual Yield % from dividends | 2.69 | 3.50 | 77% |
| Returns for 1 year | 9.40 | 9.05 | 104% |
| Returns for 3 years | 12.42 | 4.78 | 260% |
| Returns for 5 years | 31.07 | 18.48 | 168% |
| Returns for 10 years | 22.47 | 30.60 | 73% |
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