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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$35.19
Change-$1.07 (-2.95%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R3
Price$24.88
Change-$0.51 (-2.01%)
VolumeN/A
Net Assets128.96B
OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
Apr 04, 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: 129B vs. OANBX (6.2B). RIDCX pays higher dividends than OANBX: RIDCX (3.55) vs OANBX (2.36). 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 : 7.58 vs. OANBX (6.37). OANBX return over 5 years is better than : 78.97 vs. RIDCX (48.02).
| 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 | 1.620 | 2.988 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 129B | 5% |
| Annual Yield % from dividends | 2.36 | 3.55 | 67% |
| Returns for 1 year | 6.37 | 7.58 | 84% |
| Returns for 3 years | 15.97 | 6.58 | 243% |
| Returns for 5 years | 78.97 | 48.02 | 164% |
| Returns for 10 years | N/A | 32.50 | - |
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