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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.18
Change+$0.18 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$26.03
Change+$0.11 (+0.42%)
VolumeN/A
CapitalizationN/A
OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
Nov 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 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). RIDEX (19.87) and OAKBX (19.33) have marching annual gain over last year. OAKBX return over 5 years is better than : 28.31 vs. RIDEX (23.66).
| 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 | 11.358 | 13.165 | 86% |
| 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 | 19.33 | 19.87 | 97% |
| Returns for 3 years | 4.76 | 6.54 | 73% |
| Returns for 5 years | 28.31 | 23.66 | 120% |
| Returns for 10 years | 15.73 | 36.46 | 43% |