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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$24.25
Change+$0.19 (+0.79%)
VolumeN/A
CapitalizationN/A
OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
Dec 24, 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: 124B vs. OANBX (6.64B). RIDCX pays higher dividends than OANBX: RIDCX (3.23) vs OANBX (3.01). OANBX was incepted earlier than RIDCX: OANBX (8 years) vs RIDCX (23 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). OANBX annual gain was more profitable for investors over the last year : 9.69 vs. RIDCX (8.71). OANBX return over 5 years is better than : 32.40 vs. RIDCX (17.27).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.233 | 7.874 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 124B | 5% |
| Annual Yield % from dividends | 3.01 | 3.23 | 93% |
| Returns for 1 year | 9.69 | 8.71 | 111% |
| Returns for 3 years | 13.08 | 4.06 | 322% |
| Returns for 5 years | 32.40 | 17.27 | 188% |
| Returns for 10 years | N/A | 28.80 | - |
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