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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
Sep 13, 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: 150B vs. OAKBX (6.11B). RIDEX pays higher dividends than OAKBX: RIDEX (3.32) vs OAKBX (2.06). 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 : 9.32 vs. RIDEX (4.91). RIDEX (24.78) and OAKBX (24.32) 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 | 6.733 | 8.613 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11B | 150B | 4% |
| Annual Yield % from dividends | 2.06 | 3.32 | 62% |
| Returns for 1 year | 9.32 | 4.91 | 190% |
| Returns for 3 years | 38.45 | 38.41 | 100% |
| Returns for 5 years | 24.32 | 24.78 | 98% |
| Returns for 10 years | 56.52 | 59.95 | 94% |
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