OAKBX
Price
$34.29
Change
+$0.11 (+0.32%)
Updated
Apr 17 closing price
Net Assets
6.2B
RIDEX
Price
$24.64
Change
+$0.15 (+0.61%)
Updated
Apr 17 closing price
Net Assets
123.85B
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OAKBX vs RIDEX

Header iconOAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEXBanner chart's image
Oakmark Equity And Income Investor
Price$34.29
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R4
Price$24.64
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets123.85B
OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
Apr 18, 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 StrongBuy and RIDEX is a Buy.

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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. OAKBX (6.2B). RIDEX pays higher dividends than OAKBX: RIDEX (3.82) vs OAKBX (2.10). OAKBX was incepted earlier than RIDEX: OAKBX (29 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 : 9.43 vs. OAKBX (3.32). OAKBX return over 5 years is better than : 51.02 vs. RIDEX (35.39).
OAKBXRIDEXOAKBX / RIDEX
Total Expense Ratio0.850.62137%
Annual Report Gross Expense Ratio0.850.62137%
Fund Existence29 years23 years-
Gain YTD-4.4061.194-369%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets6.2B124B5%
Annual Yield % from dividends2.103.8255%
Returns for 1 year3.329.4335%
Returns for 3 years11.235.93189%
Returns for 5 years51.0235.39144%
Returns for 10 years15.7631.5150%
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