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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
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
OAZBX vs RIDEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. OAZBX (6.16B). RIDEX pays higher dividends than OAZBX: RIDEX (3.46) vs OAZBX (2.42). OAZBX was incepted earlier than RIDEX: OAZBX (5 years) vs RIDEX (24 years). RIDEX (0.61) is less costly to investors than OAZBX (0.56). OAZBX is a more actively managed with annual turnover of: 69.00 vs. RIDEX (65.00). RIDEX has a lower initial minimum investment than OAZBX: RIDEX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 11.04 vs. RIDEX (8.67). OAZBX return over 5 years is better than : 41.27 vs. RIDEX (28.02).
| OAZBX | RIDEX | OAZBX / RIDEX | |
| Total Expense Ratio | 0.56 | 0.61 | 92% |
| Annual Report Gross Expense Ratio | 0.56 | 0.61 | 92% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.036 | 9.520 | 126% |
| 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 | 2.42 | 3.46 | 70% |
| Returns for 1 year | 11.04 | 8.67 | 127% |
| Returns for 3 years | 44.01 | 27.25 | 162% |
| Returns for 5 years | 41.27 | 28.02 | 147% |
| Returns for 10 years | N/A | 51.83 | - |
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