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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$39.07
Change+$1.24 (+3.28%)
VolumeN/A
Net Assets6.18B
American Funds Income Fund of Amer R3
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
Net Assets139.38B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Feb 04, 2026
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 StrongBuy and RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OAKBX (6.18B). RIDCX pays higher dividends than OAKBX: RIDCX (3.23) vs OAKBX (2.15). OAKBX was incepted earlier than RIDCX: OAKBX (30 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than OAKBX (0.85). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RIDCX (65.00). 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 : 12.05 vs. OAKBX (8.34). OAKBX return over 5 years is better than : 31.74 vs. RIDCX (29.52).
| 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 | 24 years | - |
| Gain YTD | 0.077 | 4.120 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 139B | 4% |
| Annual Yield % from dividends | 2.15 | 3.23 | 67% |
| Returns for 1 year | 8.34 | 12.05 | 69% |
| Returns for 3 years | 30.18 | 29.81 | 101% |
| Returns for 5 years | 31.74 | 29.52 | 108% |
| Returns for 10 years | 62.01 | 65.80 | 94% |
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