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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$36.15
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$25.72
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
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OAKBX vs RIDEX Comparison Chart
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OAKBX vs. RIDEX commentary
Sep 21, 2024
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: 129B vs. OAKBX (6.53B). RIDEX pays higher dividends than OAKBX: RIDEX (3.50) vs OAKBX (2.69). OAKBX was incepted earlier than RIDEX: OAKBX (29 years) vs RIDEX (22 years). OAKBX is a more actively managed with annual turnover of: 45.00 vs. RIDEX (40.00). 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 : 17.86 vs. OAKBX (15.68). OAKBX return over 5 years is better than : 27.02 vs. RIDEX (24.80).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 7.650 | 11.463 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 129B | 5% |
| Annual Yield % from dividends | 2.69 | 3.50 | 77% |
| Returns for 1 year | 15.68 | 17.86 | 88% |
| Returns for 3 years | 4.02 | 7.23 | 56% |
| Returns for 5 years | 27.02 | 24.80 | 109% |
| Returns for 10 years | 13.92 | 36.07 | 39% |
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