OANBX
Price
$38.09
Change
+$0.01 (+0.03%)
Updated
Oct 2 closing price
Net Assets
6.24B
RIDEX
Price
$27.45
Change
-$0.03 (-0.11%)
Updated
Oct 2 closing price
Net Assets
138.89B
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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$38.09
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$27.45
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets138.89B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Oct 03, 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.

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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OANBX (6.24B). RIDEX pays higher dividends than OANBX: RIDEX (3.52) vs OANBX (2.40). 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 : 10.16 vs. OANBX (8.57). OANBX return over 5 years is better than : 51.11 vs. RIDEX (43.46).
OANBXRIDEXOANBX / RIDEX
Total Expense Ratio0.590.6295%
Annual Report Gross Expense Ratio0.590.6295%
Fund Existence9 years23 years-
Gain YTD8.14114.83255%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B139B4%
Annual Yield % from dividends2.403.5268%
Returns for 1 year8.5710.1684%
Returns for 3 years43.4538.71112%
Returns for 5 years51.1143.46118%
Returns for 10 yearsN/A60.07-
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