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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.89
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$26.70
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
OAYBX vs RIDCX Comparison Chart in %
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OAYBX vs. RIDCX commentary
Aug 10, 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: 135B vs. OAYBX (6.16B). RIDCX pays higher dividends than OAYBX: RIDCX (3.39) vs OAYBX (2.39). 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 : 12.89 vs. OAYBX (8.95). OAYBX return over 5 years is better than : 45.39 vs. RIDCX (36.09).
| 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 | 4.023 | 11.154 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 135B | 5% |
| Annual Yield % from dividends | 2.39 | 3.39 | 70% |
| Returns for 1 year | 8.95 | 12.89 | 69% |
| Returns for 3 years | 27.41 | 22.71 | 121% |
| Returns for 5 years | 45.39 | 36.09 | 126% |
| Returns for 10 years | N/A | 47.14 | - |
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