Interact to see
Advertisement
Advertisement
OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
OAKBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKBX vs. RIDEX commentary
Jun 04, 2026
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.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 147B vs. OAKBX (5.91B). RIDEX pays higher dividends than OAKBX: RIDEX (3.40) vs OAKBX (2.19). OAKBX was incepted earlier than RIDEX: OAKBX (31 years) vs RIDEX (24 years). OAKBX (0.85) is less costly to investors than RIDEX (0.61). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RIDEX (65.00). OAKBX has a lower initial minimum investment than RIDEX: OAKBX (0) vs RIDEX (250). OAKBX annual gain was more profitable for investors over the last year : 10.57 vs. RIDEX (8.87). RIDEX return over 5 years is better than : 21.74 vs. OAKBX (16.71).
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 0.85 | 0.61 | 139% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 0.776 | 5.953 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 147B | 4% |
| Annual Yield % from dividends | 2.19 | 3.40 | 64% |
| Returns for 1 year | 10.57 | 8.87 | 119% |
| Returns for 3 years | 35.88 | 36.08 | 99% |
| Returns for 5 years | 16.71 | 21.74 | 77% |
| Returns for 10 years | 51.40 | 57.91 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement