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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$38.05
Change-$0.23 (-0.60%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R4
Price$27.23
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets138.27B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX commentary
Sep 26, 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 (6.29B). RIDEX pays higher dividends than OAKBX: RIDEX (3.56) vs OAKBX (2.09). OAKBX was incepted earlier than RIDEX: OAKBX (30 years) vs RIDEX (23 years). OAKBX (0.85) is less costly to investors than RIDEX (0.62). RIDEX is a more actively managed with annual turnover of: 92.00 vs. OAKBX (38.00). 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 : 9.83 vs. OAKBX (8.56). OAKBX return over 5 years is better than : 52.50 vs. RIDEX (43.76).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | 0.85 | 0.62 | 137% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 7.692 | 13.912 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 138B | 5% |
| Annual Yield % from dividends | 2.09 | 3.56 | 59% |
| Returns for 1 year | 8.56 | 9.83 | 87% |
| Returns for 3 years | 44.96 | 38.74 | 116% |
| Returns for 5 years | 52.50 | 43.76 | 120% |
| Returns for 10 years | 42.88 | 65.38 | 66% |
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