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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
Jun 24, 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 Hold and RIDEX is a Hold.
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). RIDEX (7.80) and OAKBX (7.54) have marching annual gain over last year. RIDEX return over 5 years is better than : 23.10 vs. OAKBX (17.34).
| 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 | -0.873 | 5.660 | -15% |
| 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 | 7.54 | 7.80 | 97% |
| Returns for 3 years | 32.24 | 35.54 | 91% |
| Returns for 5 years | 17.34 | 23.10 | 75% |
| Returns for 10 years | 53.03 | 60.43 | 88% |
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