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OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$38.46
Change+$0.35 (+0.92%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.87
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets139.53B
OANBX vs RIDEX Comparison Chart in %
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OANBX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. OANBX (6.16B). RIDEX pays higher dividends than OANBX: RIDEX (3.46) vs OANBX (2.38). 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 : 10.17 vs. OANBX (4.11). RIDEX (35.43) and OANBX (33.88) 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 | 8.170 | 16.087 | 51% |
| 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 | 3.46 | 69% |
| Returns for 1 year | 4.11 | 10.17 | 40% |
| Returns for 3 years | 31.25 | 26.87 | 116% |
| Returns for 5 years | 33.88 | 35.43 | 96% |
| Returns for 10 years | N/A | 56.73 | - |
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