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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$36.54
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
American Funds Income Fund of Amer R4
Price$26.21
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets132.63B
OANBX vs RIDEX Comparison Chart
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OANBX vs. RIDEX commentary
Jun 15, 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: 133B vs. OANBX (6.14B). RIDEX pays higher dividends than OANBX: RIDEX (3.72) 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 : 13.63 vs. OANBX (8.69). OANBX return over 5 years is better than : 50.53 vs. RIDEX (41.88).
| 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 | 2.404 | 8.994 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 133B | 5% |
| Annual Yield % from dividends | 2.35 | 3.72 | 63% |
| Returns for 1 year | 8.69 | 13.63 | 64% |
| Returns for 3 years | 32.18 | 25.59 | 126% |
| Returns for 5 years | 50.53 | 41.88 | 121% |
| Returns for 10 years | N/A | 43.03 | - |
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