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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$36.87
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R4
Price$25.13
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
OANBX vs RIDEX Comparison Chart
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OANBX vs. RIDEX commentary
Jan 24, 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: 127B vs. OANBX (6.32B). RIDEX pays higher dividends than OANBX: RIDEX (3.50) vs OANBX (3.01). OANBX was incepted earlier than RIDEX: OANBX (8 years) vs RIDEX (23 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). OANBX (12.79) and RIDEX (12.49) have marching annual gain over last year. OANBX return over 5 years is better than : 35.60 vs. RIDEX (20.75).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.284 | 2.668 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 127B | 5% |
| Annual Yield % from dividends | 3.01 | 3.50 | 86% |
| Returns for 1 year | 12.79 | 12.49 | 102% |
| Returns for 3 years | 15.48 | 7.84 | 197% |
| Returns for 5 years | 35.60 | 20.75 | 172% |
| Returns for 10 years | N/A | 33.87 | - |