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OANBX vs RIDCX
OANBX vs RIDCX Comparison
Open Charts OANBX vs RIDCX
Oakmark Equity and Income Institutional
Price$37.77
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.37
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets138.61B
OANBX vs RIDCX Comparison Chart in %
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OANBX vs. RIDCX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OANBX (6.24B). RIDCX pays higher dividends than OANBX: RIDCX (3.27) vs OANBX (2.40). OANBX was incepted earlier than RIDCX: OANBX (9 years) vs RIDCX (23 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 : 8.83 vs. OANBX (6.62). OANBX return over 5 years is better than : 45.49 vs. RIDCX (39.01).
| 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 | 23 years | - |
| Gain YTD | 7.233 | 14.553 | 50% |
| 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 | 139B | 4% |
| Annual Yield % from dividends | 2.40 | 3.27 | 73% |
| Returns for 1 year | 6.62 | 8.83 | 75% |
| Returns for 3 years | 39.94 | 36.66 | 109% |
| Returns for 5 years | 45.49 | 39.01 | 117% |
| Returns for 10 years | N/A | 54.73 | - |
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