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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$38.13
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.44
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets139.35B
OAYBX vs RIDCX Comparison Chart in %
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OAYBX vs. RIDCX commentary
Oct 07, 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: 139B vs. OAYBX (6.24B). RIDCX pays higher dividends than OAYBX: RIDCX (3.27) vs OAYBX (2.37). 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 : 10.21 vs. OAYBX (8.56). OAYBX return over 5 years is better than : 47.98 vs. RIDCX (40.31).
| 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 | 8.202 | 14.846 | 55% |
| 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 | 139B | 4% |
| Annual Yield % from dividends | 2.37 | 3.27 | 73% |
| Returns for 1 year | 8.56 | 10.21 | 84% |
| Returns for 3 years | 43.14 | 38.78 | 111% |
| Returns for 5 years | 47.98 | 40.31 | 119% |
| Returns for 10 years | N/A | 55.65 | - |
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