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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.68
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.50
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets140.2B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Nov 14, 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 OAKBX is a Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 140B vs. OAKBX (6.16B). RIDCX pays higher dividends than OAKBX: RIDCX (3.29) vs OAKBX (2.15). OAKBX was incepted earlier than RIDCX: OAKBX (30 years) vs RIDCX (23 years). RIDCX (0.90) is less costly to investors than OAKBX (0.85). OAKBX has a lower initial minimum investment than RIDCX: OAKBX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 11.29 vs. OAKBX (4.74). RIDCX (36.99) and OAKBX (36.67) have equivalent 5 years return.
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 0.90 | 94% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 7.295 | 15.934 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 140B | 4% |
| Annual Yield % from dividends | 2.15 | 3.29 | 65% |
| Returns for 1 year | 4.74 | 11.29 | 42% |
| Returns for 3 years | 31.59 | 29.78 | 106% |
| Returns for 5 years | 36.67 | 36.99 | 99% |
| Returns for 10 years | 38.24 | 57.66 | 66% |
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