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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$38.12
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.72
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets140.57B
OAYBX vs RIDEX Comparison Chart in %
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OAYBX vs. RIDEX commentary
Dec 04, 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 Buy and RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 141B 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 (23 years). OAYBX (0.62) and RIDEX (0.61) have similar cost to investors . 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 : 10.17 vs. OAYBX (4.08). RIDEX (35.43) and OAYBX (33.77) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 8.145 | 16.087 | 51% |
| 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 | 141B | 4% |
| Annual Yield % from dividends | 2.36 | 3.46 | 68% |
| Returns for 1 year | 4.08 | 10.17 | 40% |
| Returns for 3 years | 31.18 | 26.87 | 116% |
| Returns for 5 years | 33.77 | 35.43 | 95% |
| Returns for 10 years | N/A | 56.73 | - |
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