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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 148B vs. OAKBX (5.99B). RIDEX pays higher dividends than OAKBX: RIDEX (3.37) vs OAKBX (2.13). 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 : 13.66 vs. RIDEX (9.28). RIDEX (27.41) and OAKBX (26.74) have equivalent 5 years return.
| 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 | 8.029 | 10.556 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 148B | 4% |
| Annual Yield % from dividends | 2.13 | 3.37 | 63% |
| Returns for 1 year | 13.66 | 9.28 | 147% |
| Returns for 3 years | 42.48 | 42.27 | 101% |
| Returns for 5 years | 26.74 | 27.41 | 98% |
| Returns for 10 years | 56.11 | 59.36 | 95% |
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