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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$37.63
Change-$0.25 (-0.66%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.58
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets140.2B
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 (3.54) vs OAZBX (2.44). OAZBX was incepted earlier than RIDEX: OAZBX (5 years) vs RIDEX (23 years). RIDEX (0.61) is less costly to investors than OAZBX (0.56). RIDEX has a lower initial minimum investment than OAZBX: RIDEX (250) vs OAZBX (1000000). RIDEX annual gain was more profitable for investors over the last year : 10.98 vs. OAZBX (4.25).
| 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 | 23 years | - |
| Gain YTD | 6.895 | 15.376 | 45% |
| 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 | 3.54 | 69% |
| Returns for 1 year | 4.25 | 10.98 | 39% |
| Returns for 3 years | 32.65 | 30.41 | 107% |
| Returns for 5 years | N/A | 37.60 | - |
| Returns for 10 years | N/A | 57.50 | - |
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