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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$37.68
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.58
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets140.2B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX commentary
Nov 14, 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. OAKBX (6.16B). RIDEX pays higher dividends than OAKBX: RIDEX (3.54) vs OAKBX (2.15). OAKBX was incepted earlier than RIDEX: OAKBX (30 years) vs RIDEX (23 years). OAKBX (0.85) is less costly to investors than RIDEX (0.61). 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 : 11.65 vs. OAKBX (4.74). RIDEX return over 5 years is better than : 38.65 vs. OAKBX (36.67).
| 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 | 23 years | - |
| Gain YTD | 7.295 | 16.255 | 45% |
| 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 | 2.15 | 3.54 | 61% |
| Returns for 1 year | 4.74 | 11.65 | 41% |
| Returns for 3 years | 31.59 | 30.90 | 102% |
| Returns for 5 years | 36.67 | 38.65 | 95% |
| Returns for 10 years | 38.24 | 60.16 | 64% |
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