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OAKBX vs RIDEX
OAKBX vs RIDEX Comparison
Open Charts OAKBX vs RIDEX
Oakmark Equity And Income Investor
Price$39.47
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$26.18
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
OAKBX vs RIDEX Comparison Chart in %
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OAKBX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. OAKBX (6.16B). RIDEX pays higher dividends than OAKBX: RIDEX (3.46) vs OAKBX (2.13). 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). OAKBX annual gain was more profitable for investors over the last year : 10.72 vs. RIDEX (8.67). OAKBX return over 5 years is better than : 39.62 vs. RIDEX (28.02).
| 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 | 11.681 | 9.520 | 123% |
| 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 | 3.46 | 62% |
| Returns for 1 year | 10.72 | 8.67 | 124% |
| Returns for 3 years | 42.79 | 27.25 | 157% |
| Returns for 5 years | 39.62 | 28.02 | 141% |
| Returns for 10 years | 52.03 | 51.83 | 100% |
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