Interact to see
Advertisement
Advertisement
OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$38.07
Change+$0.18 (+0.48%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R4
Price$27.22
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets136.82B
OANBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDEX commentary
Sep 07, 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 StrongBuy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 137B vs. OANBX (6.29B). RIDEX pays higher dividends than OANBX: RIDEX (3.56) vs OANBX (2.35). 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 : 11.45 vs. OANBX (9.66). OANBX return over 5 years is better than : 47.25 vs. RIDEX (39.26).
| 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 | 7.392 | 13.194 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 137B | 5% |
| Annual Yield % from dividends | 2.35 | 3.56 | 66% |
| Returns for 1 year | 9.66 | 11.45 | 84% |
| Returns for 3 years | 35.52 | 29.87 | 119% |
| Returns for 5 years | 47.25 | 39.26 | 120% |
| Returns for 10 years | N/A | 58.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers