Interact to see
Advertisement
Advertisement
OANBX vs RIDEX
OANBX vs RIDEX Comparison
Open Charts OANBX vs RIDEX
Oakmark Equity and Income Institutional
Price$39.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$26.18
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
OANBX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OANBX vs. RIDEX commentary
Dec 29, 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 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 (24 years). RIDEX (0.61) and OANBX (0.59) have similar cost to investors . OANBX is a more actively managed with annual turnover of: 69.00 vs. RIDEX (65.00). RIDEX has a lower initial minimum investment than OANBX: RIDEX (250) vs OANBX (250000). OANBX annual gain was more profitable for investors over the last year : 11.00 vs. RIDEX (8.67). OANBX return over 5 years is better than : 41.10 vs. RIDEX (28.02).
| 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 | 24 years | - |
| Gain YTD | 11.974 | 9.520 | 126% |
| 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 | 11.00 | 8.67 | 127% |
| Returns for 3 years | 43.92 | 27.25 | 161% |
| Returns for 5 years | 41.10 | 28.02 | 147% |
| Returns for 10 years | N/A | 51.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEEM | 34.88 | 0.32 | +0.93% |
| iShares Currency Hedged MSCI Em Mkts ETF | |||
| QMMY | 25.10 | 0.01 | +0.05% |
| FT Vest Nasdaq-100 Mod Buffr ETF - May | |||
| SPYG | 108.19 | -0.02 | -0.02% |
| State Street SPDR Port S&P 500 Gr ETF | |||
| TMFX | 21.97 | -0.07 | -0.32% |
| Motley Fool Next ETF | |||
| UYG | 94.43 | -0.46 | -0.48% |
| ProShares Ultra Financials | |||