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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 03, 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: 145B 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 : 11.74 vs. RIDEX (9.07). RIDEX return over 5 years is better than : 25.05 vs. OAKBX (22.40).
| 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 | 4.764 | 8.303 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 145B | 4% |
| Annual Yield % from dividends | 2.13 | 3.37 | 63% |
| Returns for 1 year | 11.74 | 9.07 | 129% |
| Returns for 3 years | 32.36 | 34.84 | 93% |
| Returns for 5 years | 22.40 | 25.05 | 89% |
| Returns for 10 years | 55.73 | 57.57 | 97% |
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