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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R3
Price$26.15
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets132.63B
OANBX vs RIDCX Comparison Chart
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OANBX vs. RIDCX commentary
Jun 15, 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: 133B vs. OANBX (6.14B). RIDCX pays higher dividends than OANBX: RIDCX (3.45) vs OANBX (2.35). OANBX was incepted earlier than RIDCX: OANBX (9 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 : 13.34 vs. OANBX (8.69). OANBX return over 5 years is better than : 50.53 vs. RIDCX (40.32).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.404 | 8.864 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 133B | 5% |
| Annual Yield % from dividends | 2.35 | 3.45 | 68% |
| Returns for 1 year | 8.69 | 13.34 | 65% |
| Returns for 3 years | 32.18 | 24.60 | 131% |
| Returns for 5 years | 50.53 | 40.32 | 125% |
| Returns for 10 years | N/A | 40.97 | - |
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