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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$38.46
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.78
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets139.53B
OANBX vs RIDCX Comparison Chart in %
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OANBX vs. RIDCX commentary
Dec 04, 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 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). RIDCX has a lower initial minimum investment than OANBX: RIDCX (250) vs OANBX (250000). RIDCX annual gain was more profitable for investors over the last year : 9.81 vs. OANBX (4.11). OANBX (33.88) and RIDCX (33.76) have equivalent 5 years return.
| 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 | 8.170 | 15.725 | 52% |
| 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 | 4.11 | 9.81 | 42% |
| Returns for 3 years | 31.25 | 25.78 | 121% |
| Returns for 5 years | 33.88 | 33.76 | 100% |
| Returns for 10 years | N/A | 54.22 | - |
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