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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$39.03
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds Income Fund of Amer R3
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
Net Assets139.38B
OAYBX vs RIDCX Comparison Chart in %
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OAYBX vs. RIDCX 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 OAYBX is a StrongBuy and RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OAYBX (6.18B). RIDCX pays higher dividends than OAYBX: RIDCX (3.23) vs OAYBX (2.38). OAYBX was incepted earlier than RIDCX: OAYBX (9 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than OAYBX (0.62). OAYBX is a more actively managed with annual turnover of: 69.00 vs. RIDCX (65.00). RIDCX has a lower initial minimum investment than OAYBX: RIDCX (250) vs OAYBX (100000). RIDCX annual gain was more profitable for investors over the last year : 12.05 vs. OAYBX (8.57). OAYBX return over 5 years is better than : 32.99 vs. RIDCX (29.52).
| OAYBX | RIDCX | OAYBX / RIDCX | |
| Total Expense Ratio | 0.62 | 0.90 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 0.90 | 69% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 0.077 | 4.120 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 139B | 4% |
| Annual Yield % from dividends | 2.38 | 3.23 | 74% |
| Returns for 1 year | 8.57 | 12.05 | 71% |
| Returns for 3 years | 31.14 | 29.81 | 104% |
| Returns for 5 years | 32.99 | 29.52 | 112% |
| Returns for 10 years | N/A | 65.80 | - |
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