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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.99
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$26.53
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets133.92B
OAYBX vs RIDCX Comparison Chart in %
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OAYBX vs. RIDCX commentary
Jul 18, 2025
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 OAYBX is a Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 134B vs. OAYBX (6.24B). RIDCX pays higher dividends than OAYBX: RIDCX (3.38) vs OAYBX (2.38). OAYBX was incepted earlier than RIDCX: OAYBX (9 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than OAYBX (0.62). RIDCX is a more actively managed with annual turnover of: 92.00 vs. OAYBX (38.00). RIDCX has a lower initial minimum investment than OAYBX: RIDCX (250) vs OAYBX (100000). RIDCX annual gain was more profitable for investors over the last year : 10.90 vs. OAYBX (6.91). OAYBX return over 5 years is better than : 49.62 vs. RIDCX (38.41).
| OAYBX | RIDCX | OAYBX / RIDCX | |
| Total Expense Ratio | 0.62 | 0.91 | 68% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.305 | 10.446 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 134B | 5% |
| Annual Yield % from dividends | 2.38 | 3.38 | 70% |
| Returns for 1 year | 6.91 | 10.90 | 63% |
| Returns for 3 years | 34.82 | 26.35 | 132% |
| Returns for 5 years | 49.62 | 38.41 | 129% |
| Returns for 10 years | N/A | 43.89 | - |
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