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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.15
Change+$0.19 (+0.51%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$26.03
Change+$0.11 (+0.42%)
VolumeN/A
CapitalizationN/A
OANBX vs RIDEX Comparison Chart
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OANBX vs. RIDEX commentary
Nov 23, 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 StrongBuy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OANBX (6.4B). RIDEX pays higher dividends than OANBX: RIDEX (3.50) vs OANBX (3.01). OANBX was incepted earlier than RIDEX: OANBX (8 years) vs RIDEX (22 years). OANBX is a more actively managed with annual turnover of: 45.00 vs. RIDEX (40.00). RIDEX has a lower initial minimum investment than OANBX: RIDEX (250) vs OANBX (250000). RIDEX (19.87) and OANBX (19.64) have marching annual gain over last year. OANBX return over 5 years is better than : 29.55 vs. RIDEX (23.66).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 11.587 | 13.165 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 128B | 5% |
| Annual Yield % from dividends | 3.01 | 3.50 | 86% |
| Returns for 1 year | 19.64 | 19.87 | 99% |
| Returns for 3 years | 5.31 | 6.54 | 81% |
| Returns for 5 years | 29.55 | 23.66 | 125% |
| Returns for 10 years | N/A | 36.46 | - |
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