Interact to see
Advertisement
Advertisement
OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$37.63
Change-$0.25 (-0.66%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.50
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets140.2B
OAZBX vs RIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 140B vs. OAZBX (6.16B). RIDCX pays higher dividends than OAZBX: RIDCX (3.29) vs OAZBX (2.44). OAZBX was incepted earlier than RIDCX: OAZBX (5 years) vs RIDCX (23 years). RIDCX (0.90) is less costly to investors than OAZBX (0.56). 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 : 10.66 vs. OAZBX (4.25).
| 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 | 23 years | - |
| Gain YTD | 6.895 | 15.097 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 140B | 4% |
| Annual Yield % from dividends | 2.44 | 3.29 | 74% |
| Returns for 1 year | 4.25 | 10.66 | 40% |
| Returns for 3 years | 32.65 | 29.35 | 111% |
| Returns for 5 years | N/A | 36.00 | - |
| Returns for 10 years | N/A | 55.01 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTVNX | 31.79 | -0.07 | -0.22% |
| FullerThaler Behav Md-Cp Val Investor | |||
| VEOIX | 23.81 | -0.06 | -0.25% |
| Vanguard Global Environmental Opp StkInv | |||
| TORCX | 18.20 | -0.10 | -0.55% |
| Tortoise Energy Infrastructure TR C | |||
| CBFCX | 41.60 | -0.37 | -0.88% |
| American Funds Global Balanced 529C | |||
| DPWRX | 75.00 | -1.10 | -1.45% |
| BNY Mellon Worldwide Growth I | |||