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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$26.89
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.56B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX commentary
Jul 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 136B vs. OAKBX (6.24B). RIDEX pays higher dividends than OAKBX: RIDEX (3.64) vs OAKBX (2.15). 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 : 13.55 vs. OAKBX (10.07). OAKBX return over 5 years is better than : 49.06 vs. RIDEX (40.99).
| 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 | 5.610 | 11.822 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 136B | 5% |
| Annual Yield % from dividends | 2.15 | 3.64 | 59% |
| Returns for 1 year | 10.07 | 13.55 | 74% |
| Returns for 3 years | 32.81 | 26.75 | 123% |
| Returns for 5 years | 49.06 | 40.99 | 120% |
| Returns for 10 years | 30.22 | 50.27 | 60% |
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