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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$39.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$26.10
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets139.53B
OANBX vs RIDCX Comparison Chart in %
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OANBX vs. RIDCX commentary
Dec 29, 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 RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 140B vs. OANBX (6.16B). RIDCX pays higher dividends than OANBX: RIDCX (3.21) vs OANBX (2.38). OANBX was incepted earlier than RIDCX: OANBX (9 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than OANBX (0.59). OANBX is a more actively managed with annual turnover of: 69.00 vs. RIDCX (65.00). RIDCX has a lower initial minimum investment than OANBX: RIDCX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 11.00 vs. RIDCX (8.39). OANBX return over 5 years is better than : 41.10 vs. RIDCX (26.48).
| OANBX | RIDCX | OANBX / RIDCX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 11.974 | 9.238 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 140B | 4% |
| Annual Yield % from dividends | 2.38 | 3.21 | 74% |
| Returns for 1 year | 11.00 | 8.39 | 131% |
| Returns for 3 years | 43.92 | 26.16 | 168% |
| Returns for 5 years | 41.10 | 26.48 | 155% |
| Returns for 10 years | N/A | 49.43 | - |
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