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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$38.30
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R4
Price$27.39
Change-$0.15 (-0.54%)
VolumeN/A
Net Assets138.69B
OAYBX vs RIDEX Comparison Chart in %
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OAYBX vs. RIDEX commentary
Sep 16, 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 StrongBuy and RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OAYBX (6.29B). RIDEX pays higher dividends than OAYBX: RIDEX (3.56) vs OAYBX (2.32). OAYBX was incepted earlier than RIDEX: OAYBX (9 years) vs RIDEX (23 years). OAYBX (0.62) and RIDEX (0.62) have similar cost to investors . RIDEX is a more actively managed with annual turnover of: 92.00 vs. OAYBX (38.00). 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 : 11.58 vs. OAYBX (10.04). OAYBX return over 5 years is better than : 47.80 vs. RIDEX (40.89).
| OAYBX | RIDEX | OAYBX / RIDEX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.998 | 14.525 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 139B | 5% |
| Annual Yield % from dividends | 2.32 | 3.56 | 65% |
| Returns for 1 year | 10.04 | 11.58 | 87% |
| Returns for 3 years | 36.80 | 32.46 | 113% |
| Returns for 5 years | 47.80 | 40.89 | 117% |
| Returns for 10 years | N/A | 61.79 | - |
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