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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$34.70
Change+$1.56 (+4.71%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R4
Price$24.26
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets122.8B
OAYBX vs RIDEX Comparison Chart
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OAYBX vs. RIDEX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 123B vs. OAYBX (6.2B). RIDEX pays higher dividends than OAYBX: RIDEX (3.82) vs OAYBX (2.33). OAYBX was incepted earlier than RIDEX: OAYBX (8 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). OAYBX annual gain was more profitable for investors over the last year : 2.00 vs. RIDEX (1.00). OAYBX return over 5 years is better than : 54.76 vs. RIDEX (30.79).
| OAYBX | RIDEX | OAYBX / RIDEX | |
| Total Expense Ratio | 0.62 | 0.62 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -2.786 | -3.434 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 123B | 5% |
| Annual Yield % from dividends | 2.33 | 3.82 | 61% |
| Returns for 1 year | 2.00 | 1.00 | 200% |
| Returns for 3 years | 13.14 | 0.49 | 2,703% |
| Returns for 5 years | 54.76 | 30.79 | 178% |
| Returns for 10 years | N/A | 25.04 | - |
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