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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.25
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R3
Price$25.95
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets131.12B
OAYBX vs RIDCX Comparison Chart
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OAYBX vs. RIDCX commentary
Jun 01, 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 Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 131B vs. OAYBX (6.14B). RIDCX pays higher dividends than OAYBX: RIDCX (3.45) vs OAYBX (2.32). 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 : 12.72 vs. OAYBX (8.36). OAYBX return over 5 years is better than : 51.29 vs. RIDCX (39.11).
| 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 | 1.556 | 7.417 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 131B | 5% |
| Annual Yield % from dividends | 2.32 | 3.45 | 67% |
| Returns for 1 year | 8.36 | 12.72 | 66% |
| Returns for 3 years | 21.44 | 13.86 | 155% |
| Returns for 5 years | 51.29 | 39.11 | 131% |
| Returns for 10 years | N/A | 37.57 | - |
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