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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$35.76
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds Income Fund of Amer R4
Price$25.37
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
May 09, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OAKBX (6.01B). RIDEX pays higher dividends than OAKBX: RIDEX (3.83) 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 (0.62). 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 : 10.05 vs. OAKBX (4.07). OAKBX return over 5 years is better than : 52.34 vs. RIDEX (40.87).
| 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 | -0.714 | 4.830 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 128B | 5% |
| Annual Yield % from dividends | 2.14 | 3.83 | 56% |
| Returns for 1 year | 4.07 | 10.05 | 41% |
| Returns for 3 years | 22.72 | 15.63 | 145% |
| Returns for 5 years | 52.34 | 40.87 | 128% |
| Returns for 10 years | 19.24 | 35.43 | 54% |
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