Interact to see
Advertisement
Advertisement
OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$37.77
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$27.45
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets138.61B
OANBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OANBX (6.24B). RIDEX pays higher dividends than OANBX: RIDEX (3.52) vs OANBX (2.40). 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 : 9.15 vs. OANBX (6.62). OANBX return over 5 years is better than : 45.49 vs. RIDEX (40.70).
| 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 | 7.233 | 14.832 | 49% |
| 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 | 3.52 | 68% |
| Returns for 1 year | 6.62 | 9.15 | 72% |
| Returns for 3 years | 39.94 | 37.83 | 106% |
| Returns for 5 years | 45.49 | 40.70 | 112% |
| Returns for 10 years | N/A | 57.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers