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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$39.02
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds Income Fund of Amer R3
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
Net Assets139.38B
OAZBX vs RIDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OAZBX (6.18B). RIDCX pays higher dividends than OAZBX: RIDCX (3.23) vs OAZBX (2.44). OAZBX was incepted earlier than RIDCX: OAZBX (5 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than OAZBX (0.56). OAZBX is a more actively managed with annual turnover of: 69.00 vs. RIDCX (65.00). RIDCX has a lower initial minimum investment than OAZBX: RIDCX (250) vs OAZBX (1000000). RIDCX annual gain was more profitable for investors over the last year : 12.05 vs. OAZBX (8.64). OAZBX return over 5 years is better than : 33.28 vs. RIDCX (29.52).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 0.90 | 62% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 0.103 | 4.120 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 139B | 4% |
| Annual Yield % from dividends | 2.44 | 3.23 | 76% |
| Returns for 1 year | 8.64 | 12.05 | 72% |
| Returns for 3 years | 31.35 | 29.81 | 105% |
| Returns for 5 years | 33.28 | 29.52 | 113% |
| Returns for 10 years | N/A | 65.80 | - |
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