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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$36.13
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$25.66
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
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OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
Sep 21, 2024
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: 129B vs. OANBX (6.53B). RIDCX pays higher dividends than OANBX: RIDCX (3.23) vs OANBX (3.01). OANBX was incepted earlier than RIDCX: OANBX (8 years) vs RIDCX (22 years). OANBX is a more actively managed with annual turnover of: 45.00 vs. RIDCX (40.00). 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 : 17.46 vs. OANBX (15.97). OANBX return over 5 years is better than : 28.22 vs. RIDCX (23.50).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 7.827 | 11.207 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 129B | 5% |
| Annual Yield % from dividends | 3.01 | 3.23 | 93% |
| Returns for 1 year | 15.97 | 17.46 | 91% |
| Returns for 3 years | 4.57 | 6.46 | 71% |
| Returns for 5 years | 28.22 | 23.50 | 120% |
| Returns for 10 years | N/A | 34.10 | - |
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