OANBX
Price
$37.53
Change
-$0.02 (-0.05%)
Updated
Aug 15 closing price
Net Assets
6.16B
RIDEX
Price
$26.97
Change
-$0.01 (-0.04%)
Updated
Aug 15 closing price
Net Assets
136.14B
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OANBX vs RIDEX

Header iconOANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEXBanner chart's image
Oakmark Equity and Income Institutional
Price$37.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$26.97
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.14B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 136B vs. OANBX (6.16B). RIDEX pays higher dividends than OANBX: RIDEX (3.65) vs OANBX (2.42). 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 : 11.79 vs. OANBX (9.14). OANBX return over 5 years is better than : 46.25 vs. RIDEX (37.92).
OANBXRIDEXOANBX / RIDEX
Total Expense Ratio0.590.6295%
Annual Report Gross Expense Ratio0.590.6295%
Fund Existence9 years23 years-
Gain YTD5.86912.15548%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B136B5%
Annual Yield % from dividends2.423.6566%
Returns for 1 year9.1411.7978%
Returns for 3 years25.3621.85116%
Returns for 5 years46.2537.92122%
Returns for 10 yearsN/A50.43-
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