Interact to see
Advertisement
Advertisement
OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$39.45
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
OAYBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAYBX 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 OAYBX is a Hold and RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. OAYBX (6.16B). RIDEX pays higher dividends than OAYBX: RIDEX (3.46) vs OAYBX (2.36). OAYBX was incepted earlier than RIDEX: OAYBX (9 years) vs RIDEX (24 years). OAYBX (0.62) and RIDEX (0.61) have similar cost to investors . OAYBX is a more actively managed with annual turnover of: 69.00 vs. RIDEX (65.00). RIDEX has a lower initial minimum investment than OAYBX: RIDEX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 10.99 vs. RIDEX (8.67). OAYBX return over 5 years is better than : 40.98 vs. RIDEX (28.02).
| OAYBX | RIDEX | OAYBX / RIDEX | |
| Total Expense Ratio | 0.62 | 0.61 | 102% |
| Annual Report Gross Expense Ratio | 0.62 | 0.61 | 102% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 11.948 | 9.520 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 140B | 4% |
| Annual Yield % from dividends | 2.36 | 3.46 | 68% |
| Returns for 1 year | 10.99 | 8.67 | 127% |
| Returns for 3 years | 43.85 | 27.25 | 161% |
| Returns for 5 years | 40.98 | 28.02 | 146% |
| Returns for 10 years | N/A | 51.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGRDX | 47.76 | 0.06 | +0.13% |
| MFS International Growth R6 | |||
| DHPAX | 16.38 | 0.01 | +0.06% |
| Diamond Hill Mid Cap Inv | |||
| SUSIX | 13.42 | N/A | N/A |
| State Street Instl US Equity Inv | |||
| JOHIX | 28.02 | N/A | N/A |
| JOHCM International Select Institutional | |||
| CCCCX | 4.82 | -0.04 | -0.82% |
| Center Coast Brookfield Midstream Foc C | |||