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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$38.40
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$27.58
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets139.27B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Oct 26, 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 Hold and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OANBX (6.24B). RIDEX pays higher dividends than OANBX: RIDEX (3.52) vs OANBX (2.40). OANBX was incepted earlier than RIDEX: OANBX (9 years) vs RIDEX (23 years). RIDEX (0.61) and OANBX (0.59) have similar cost to investors . 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 : 10.47 vs. OANBX (9.24). OANBX return over 5 years is better than : 46.69 vs. RIDEX (41.87).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | 0.59 | 0.61 | 97% |
| Annual Report Gross Expense Ratio | 0.59 | 0.61 | 97% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.021 | 15.376 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 139B | 4% |
| Annual Yield % from dividends | 2.40 | 3.52 | 68% |
| Returns for 1 year | 9.24 | 10.47 | 88% |
| Returns for 3 years | 39.39 | 36.37 | 108% |
| Returns for 5 years | 46.69 | 41.87 | 111% |
| Returns for 10 years | N/A | 55.55 | - |
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