OANBX
Price
$35.05
Change
+$0.31 (+0.89%)
Updated
Apr 24 closing price
Net Assets
6.2B
RIDCX
Price
$24.98
Change
+$0.20 (+0.81%)
Updated
Apr 24 closing price
Net Assets
125.55B
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OANBX vs RIDCX

Header iconOANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCXBanner chart's image
Oakmark Equity and Income Institutional
Price$35.05
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R3
Price$24.98
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets125.55B
OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 126B 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 : 9.43 vs. OANBX (4.50). OANBX return over 5 years is better than : 58.26 vs. RIDCX (39.30).
OANBXRIDCXOANBX / RIDCX
Total Expense Ratio0.590.9165%
Annual Report Gross Expense Ratio0.590.9165%
Fund Existence8 years23 years-
Gain YTD-1.7713.402-52%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.2B126B5%
Annual Yield % from dividends2.363.5567%
Returns for 1 year4.509.4348%
Returns for 3 years17.759.38189%
Returns for 5 years58.2639.30148%
Returns for 10 yearsN/A31.34-
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