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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$35.90
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.01B
American Funds Income Fund of Amer R3
Price$25.67
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets129.97B
OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
May 23, 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 Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 130B vs. OANBX (6.01B). RIDCX pays higher dividends than OANBX: RIDCX (3.56) vs OANBX (2.41). OANBX was incepted earlier than RIDCX: OANBX (8 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 : 9.90 vs. OANBX (5.44). OANBX return over 5 years is better than : 54.15 vs. RIDCX (41.81).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.611 | 6.258 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 130B | 5% |
| Annual Yield % from dividends | 2.41 | 3.56 | 68% |
| Returns for 1 year | 5.44 | 9.90 | 55% |
| Returns for 3 years | 23.86 | 15.47 | 154% |
| Returns for 5 years | 54.15 | 41.81 | 130% |
| Returns for 10 years | N/A | 35.15 | - |