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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$39.03
Change+$1.25 (+3.31%)
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
OAYBX vs RIDEX Comparison Chart in %
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OAYBX 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 OAYBX is a StrongBuy and RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OAYBX (6.18B). RIDEX pays higher dividends than OAYBX: RIDEX (3.48) vs OAYBX (2.38). 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). RIDEX annual gain was more profitable for investors over the last year : 12.41 vs. OAYBX (8.57). OAYBX return over 5 years is better than : 32.99 vs. RIDEX (31.18).
| 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 | 0.077 | 4.146 | 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 | 3.48 | 68% |
| Returns for 1 year | 8.57 | 12.41 | 69% |
| Returns for 3 years | 31.14 | 31.01 | 100% |
| Returns for 5 years | 32.99 | 31.18 | 106% |
| Returns for 10 years | N/A | 68.60 | - |
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