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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$37.12
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R4
Price$26.43
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets132.51B
OAYBX vs RIDEX Comparison Chart in %
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OAYBX vs. RIDEX commentary
Jun 27, 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 133B vs. OAYBX (6.14B). RIDEX pays higher dividends than OAYBX: RIDEX (3.72) 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 : 14.20 vs. OAYBX (10.38). OAYBX return over 5 years is better than : 56.24 vs. RIDEX (45.62).
| 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 | 3.993 | 9.909 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 133B | 5% |
| Annual Yield % from dividends | 2.32 | 3.72 | 62% |
| Returns for 1 year | 10.38 | 14.20 | 73% |
| Returns for 3 years | 32.65 | 24.53 | 133% |
| Returns for 5 years | 56.24 | 45.62 | 123% |
| Returns for 10 years | N/A | 47.28 | - |
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