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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX commentary
Jul 14, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 145B vs. OAKBX (5.84B). RIDEX pays higher dividends than OAKBX: RIDEX (3.44) vs OAKBX (2.21). 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 : 8.90 vs. RIDEX (6.78). RIDEX return over 5 years is better than : 23.34 vs. OAKBX (21.91).
| 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 | 2.951 | 6.865 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 145B | 4% |
| Annual Yield % from dividends | 2.21 | 3.44 | 64% |
| Returns for 1 year | 8.90 | 6.78 | 131% |
| Returns for 3 years | 31.78 | 33.80 | 94% |
| Returns for 5 years | 21.91 | 23.34 | 94% |
| Returns for 10 years | 52.67 | 54.54 | 97% |
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