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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$33.56
Change-$0.31 (-0.92%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R4
Price$23.54
Change-$0.29 (-1.22%)
VolumeN/A
Net Assets120.68B
OANBX vs RIDEX Comparison Chart
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OANBX vs. RIDEX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 121B vs. OANBX (6.2B). RIDEX pays higher dividends than OANBX: RIDEX (3.82) vs OANBX (2.36). OANBX was incepted earlier than RIDEX: OANBX (8 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 : 2.16 vs. OANBX (-0.98). OANBX return over 5 years is better than : 52.67 vs. RIDEX (34.39).
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | 0.59 | 0.62 | 95% |
| Annual Report Gross Expense Ratio | 0.59 | 0.62 | 95% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -5.947 | -2.731 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 121B | 5% |
| Annual Yield % from dividends | 2.36 | 3.82 | 62% |
| Returns for 1 year | -0.98 | 2.16 | -45% |
| Returns for 3 years | 9.49 | 1.22 | 779% |
| Returns for 5 years | 52.67 | 34.39 | 153% |
| Returns for 10 years | N/A | 25.95 | - |
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