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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.81
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.37
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets138.61B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Oct 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 OAKBX is a Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OAKBX (6.24B). RIDCX pays higher dividends than OAKBX: RIDCX (3.27) vs OAKBX (2.14). 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 : 8.83 vs. OAKBX (6.30). OAKBX return over 5 years is better than : 43.96 vs. RIDCX (39.01).
| 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 | 6.984 | 14.553 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 139B | 4% |
| Annual Yield % from dividends | 2.14 | 3.27 | 65% |
| Returns for 1 year | 6.30 | 8.83 | 71% |
| Returns for 3 years | 39.13 | 36.66 | 107% |
| Returns for 5 years | 43.96 | 39.01 | 113% |
| Returns for 10 years | 35.84 | 54.73 | 65% |
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