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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$38.09
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.38
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets138.89B
OANBX vs RIDCX Comparison Chart in %
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OANBX vs. RIDCX commentary
Oct 03, 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 Hold.
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 (0.91) is less costly to investors than OANBX (0.59). RIDCX is a more actively managed with annual turnover of: 92.00 vs. OANBX (38.00). 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 : 9.88 vs. OANBX (8.57). OANBX return over 5 years is better than : 51.11 vs. RIDCX (41.73).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.141 | 14.595 | 56% |
| 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 | 8.57 | 9.88 | 87% |
| Returns for 3 years | 43.45 | 37.59 | 116% |
| Returns for 5 years | 51.11 | 41.73 | 122% |
| Returns for 10 years | N/A | 57.60 | - |
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