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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$39.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$26.10
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets139.53B
OAKBX vs RIDCX Comparison Chart in %
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OAKBX vs. RIDCX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 140B 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 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). OAKBX annual gain was more profitable for investors over the last year : 10.72 vs. RIDCX (8.39). OAKBX return over 5 years is better than : 39.62 vs. RIDCX (26.48).
| 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 | 11.681 | 9.238 | 126% |
| 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 | 2.13 | 3.21 | 66% |
| Returns for 1 year | 10.72 | 8.39 | 128% |
| Returns for 3 years | 42.79 | 26.16 | 164% |
| Returns for 5 years | 39.62 | 26.48 | 150% |
| Returns for 10 years | 52.03 | 49.43 | 105% |
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