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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$26.82
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Jul 05, 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: 136B vs. OANBX (6.24B). RIDEX pays higher dividends than OANBX: RIDEX (3.64) vs OANBX (2.41). 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 : 15.22 vs. OANBX (11.86). OANBX return over 5 years is better than : 55.61 vs. RIDEX (44.42).
| 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 | 5.700 | 11.531 | 49% |
| 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 | 136B | 5% |
| Annual Yield % from dividends | 2.41 | 3.64 | 66% |
| Returns for 1 year | 11.86 | 15.22 | 78% |
| Returns for 3 years | 36.62 | 27.02 | 136% |
| Returns for 5 years | 55.61 | 44.42 | 125% |
| Returns for 10 years | N/A | 49.60 | - |
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