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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$37.17
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.30
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets137.8B
OAYBX vs RIDEX Comparison Chart in %
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OAYBX vs. RIDEX commentary
Nov 19, 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 138B vs. OAYBX (6.16B). RIDEX pays higher dividends than OAYBX: RIDEX (3.54) vs OAYBX (2.38). OAYBX was incepted earlier than RIDEX: OAYBX (9 years) vs RIDEX (23 years). OAYBX (0.62) and RIDEX (0.61) have similar cost to investors . RIDEX has a lower initial minimum investment than OAYBX: RIDEX (250) vs OAYBX (100000). RIDEX annual gain was more profitable for investors over the last year : 9.85 vs. OAYBX (3.53). RIDEX (35.44) and OAYBX (34.33) have equivalent 5 years return.
| OAYBX | RIDEX | OAYBX / RIDEX | |
| Total Expense Ratio | 0.62 | 0.61 | 102% |
| Annual Report Gross Expense Ratio | 0.62 | 0.61 | 102% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.478 | 14.205 | 39% |
| 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 | 138B | 4% |
| Annual Yield % from dividends | 2.38 | 3.54 | 67% |
| Returns for 1 year | 3.53 | 9.85 | 36% |
| Returns for 3 years | 31.10 | 28.21 | 110% |
| Returns for 5 years | 34.33 | 35.44 | 97% |
| Returns for 10 years | N/A | 54.12 | - |
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