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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$39.07
Change+$1.24 (+3.28%)
VolumeN/A
Net Assets6.18B
American Funds Income Fund of Amer R4
Price$27.13
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets139.38B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OAKBX (6.18B). RIDEX pays higher dividends than OAKBX: RIDEX (3.48) vs OAKBX (2.15). OAKBX was incepted earlier than RIDEX: OAKBX (30 years) vs RIDEX (24 years). OAKBX (0.85) is less costly to investors than RIDEX (0.61). OAKBX is a more actively managed with annual turnover of: 69.00 vs. RIDEX (65.00). OAKBX has a lower initial minimum investment than RIDEX: OAKBX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 12.41 vs. OAKBX (8.34). OAKBX (31.74) and RIDEX (31.18) have equivalent 5 years return.
| OAKBX | RIDEX | OAKBX / RIDEX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 0.85 | 0.61 | 139% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 0.077 | 4.146 | 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 | 3.48 | 62% |
| Returns for 1 year | 8.34 | 12.41 | 67% |
| Returns for 3 years | 30.18 | 31.01 | 97% |
| Returns for 5 years | 31.74 | 31.18 | 102% |
| Returns for 10 years | 62.01 | 68.60 | 90% |
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