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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.64
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.58
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets140.2B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX commentary
Nov 14, 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: 140B vs. OANBX (6.16B). RIDEX pays higher dividends than OANBX: RIDEX (3.54) vs OANBX (2.41). OANBX was incepted earlier than RIDEX: OANBX (9 years) vs RIDEX (23 years). RIDEX (0.61) and OANBX (0.59) have similar cost to investors . 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 : 11.65 vs. OANBX (4.99). RIDEX (38.65) and OANBX (38.13) have equivalent 5 years return.
| OANBX | RIDEX | OANBX / RIDEX | |
| Total Expense Ratio | 0.59 | 0.61 | 97% |
| Annual Report Gross Expense Ratio | 0.59 | 0.61 | 97% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.545 | 16.255 | 46% |
| 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 | 2.41 | 3.54 | 68% |
| Returns for 1 year | 4.99 | 11.65 | 43% |
| Returns for 3 years | 32.36 | 30.90 | 105% |
| Returns for 5 years | 38.13 | 38.65 | 99% |
| Returns for 10 years | N/A | 60.16 | - |
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