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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$38.15
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.62
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets140.57B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 141B vs. OAKBX (6.16B). RIDCX pays higher dividends than OAKBX: RIDCX (3.21) vs OAKBX (2.13). 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 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 : 9.81 vs. OAKBX (3.86). RIDCX (33.76) and OAKBX (32.50) 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 | 24 years | - |
| Gain YTD | 7.918 | 15.725 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 141B | 4% |
| Annual Yield % from dividends | 2.13 | 3.21 | 66% |
| Returns for 1 year | 3.86 | 9.81 | 39% |
| Returns for 3 years | 30.48 | 25.78 | 118% |
| Returns for 5 years | 32.50 | 33.76 | 96% |
| Returns for 10 years | 35.88 | 54.22 | 66% |
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