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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$37.16
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.22
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets137.8B
OANBX vs RIDCX Comparison Chart in %
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OANBX vs. RIDCX commentary
Nov 20, 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: 138B vs. OANBX (6.16B). RIDCX pays higher dividends than OANBX: RIDCX (3.29) vs OANBX (2.41). 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 : 9.53 vs. OANBX (3.56). OANBX (34.48) and RIDCX (33.85) have equivalent 5 years return.
| 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 | 5.501 | 13.925 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 138B | 4% |
| Annual Yield % from dividends | 2.41 | 3.29 | 73% |
| Returns for 1 year | 3.56 | 9.53 | 37% |
| Returns for 3 years | 31.16 | 27.21 | 115% |
| Returns for 5 years | 34.48 | 33.85 | 102% |
| Returns for 10 years | N/A | 51.75 | - |
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