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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$37.12
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R3
Price$26.36
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets132.51B
OAYBX vs RIDCX Comparison Chart in %
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OAYBX vs. RIDCX commentary
Jun 27, 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: 133B 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 : 13.87 vs. OAYBX (10.38). OAYBX return over 5 years is better than : 56.24 vs. RIDCX (44.00).
| 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 | 3.993 | 9.738 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 133B | 5% |
| Annual Yield % from dividends | 2.32 | 3.45 | 67% |
| Returns for 1 year | 10.38 | 13.87 | 75% |
| Returns for 3 years | 32.65 | 23.55 | 139% |
| Returns for 5 years | 56.24 | 44.00 | 128% |
| Returns for 10 years | N/A | 45.06 | - |
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