Interact to see
Advertisement
Advertisement
OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$35.90
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets6.01B
American Funds Income Fund of Amer R4
Price$25.74
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets129.97B
OANBX vs RIDEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDEX commentary
May 23, 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: 130B vs. OANBX (6.01B). RIDEX pays higher dividends than OANBX: RIDEX (3.83) vs OANBX (2.41). OANBX was incepted earlier than RIDEX: OANBX (8 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 : 10.19 vs. OANBX (5.44). OANBX return over 5 years is better than : 54.15 vs. RIDEX (43.34).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | 0.59 | 0.62 | 95% |
| Annual Report Gross Expense Ratio | 0.59 | 0.62 | 95% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.611 | 6.359 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 130B | 5% |
| Annual Yield % from dividends | 2.41 | 3.83 | 63% |
| Returns for 1 year | 5.44 | 10.19 | 53% |
| Returns for 3 years | 23.86 | 16.25 | 147% |
| Returns for 5 years | 54.15 | 43.34 | 125% |
| Returns for 10 years | N/A | 37.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement