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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.49
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$26.89
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.56B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Jul 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 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 : 13.55 vs. OANBX (10.31). OANBX return over 5 years is better than : 50.60 vs. RIDEX (40.99).
| 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 | 5.756 | 11.822 | 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 | 10.31 | 13.55 | 76% |
| Returns for 3 years | 33.54 | 26.75 | 125% |
| Returns for 5 years | 50.60 | 40.99 | 123% |
| Returns for 10 years | N/A | 50.27 | - |
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