Interact to see
Advertisement
Advertisement
OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.50
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets139.27B
OANBX vs RIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDCX commentary
Oct 26, 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 OANBX is a Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OANBX (6.24B). RIDCX pays higher dividends than OANBX: RIDCX (3.27) vs OANBX (2.40). OANBX was incepted earlier than RIDCX: OANBX (9 years) vs RIDCX (23 years). RIDCX (0.90) is less costly to investors than OANBX (0.59). RIDCX has a lower initial minimum investment than OANBX: RIDCX (250) vs OANBX (250000). RIDCX annual gain was more profitable for investors over the last year : 10.15 vs. OANBX (9.24). OANBX return over 5 years is better than : 46.69 vs. RIDCX (40.17).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.021 | 15.097 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 139B | 4% |
| Annual Yield % from dividends | 2.40 | 3.27 | 73% |
| Returns for 1 year | 9.24 | 10.15 | 91% |
| Returns for 3 years | 39.39 | 35.21 | 112% |
| Returns for 5 years | 46.69 | 40.17 | 116% |
| Returns for 10 years | N/A | 53.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement