Interact to see
Advertisement
Advertisement
OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.81
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$27.45
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets138.68B
OAKBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RIDEX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OAKBX (6.24B). RIDEX pays higher dividends than OAKBX: RIDEX (3.52) vs OAKBX (2.14). 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 : 9.15 vs. OAKBX (6.30). OAKBX return over 5 years is better than : 43.96 vs. RIDEX (40.70).
| 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 | 6.984 | 14.832 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 139B | 4% |
| Annual Yield % from dividends | 2.14 | 3.52 | 61% |
| Returns for 1 year | 6.30 | 9.15 | 69% |
| Returns for 3 years | 39.13 | 37.83 | 103% |
| Returns for 5 years | 43.96 | 40.70 | 108% |
| Returns for 10 years | 35.84 | 57.21 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement