Interact to see
Advertisement
Advertisement
OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$26.97
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.14B
OANBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDEX commentary
Aug 17, 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 136B vs. OANBX (6.16B). RIDEX pays higher dividends than OANBX: RIDEX (3.65) vs OANBX (2.42). OANBX was incepted earlier than RIDEX: OANBX (9 years) vs RIDEX (23 years). RIDEX (0.62) and OANBX (0.59) have similar cost to investors . RIDEX is a more actively managed with annual turnover of: 92.00 vs. OANBX (38.00). RIDEX has a lower initial minimum investment than OANBX: RIDEX (250) vs OANBX (250000). RIDEX annual gain was more profitable for investors over the last year : 11.79 vs. OANBX (9.14). OANBX return over 5 years is better than : 46.25 vs. RIDEX (37.92).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | 0.59 | 0.62 | 95% |
| Annual Report Gross Expense Ratio | 0.59 | 0.62 | 95% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.869 | 12.155 | 48% |
| 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 | 136B | 5% |
| Annual Yield % from dividends | 2.42 | 3.65 | 66% |
| Returns for 1 year | 9.14 | 11.79 | 78% |
| Returns for 3 years | 25.36 | 21.85 | 116% |
| Returns for 5 years | 46.25 | 37.92 | 122% |
| Returns for 10 years | N/A | 50.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement