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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$39.02
Change+$1.25 (+3.31%)
VolumeN/A
Net Assets6.18B
American Funds Income Fund of Amer R4
Price$27.13
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets139.38B
OAZBX vs RIDEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. OAZBX (6.18B). RIDEX pays higher dividends than OAZBX: RIDEX (3.48) vs OAZBX (2.44). 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). RIDEX annual gain was more profitable for investors over the last year : 12.41 vs. OAZBX (8.64). OAZBX return over 5 years is better than : 33.28 vs. RIDEX (31.18).
| 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 | 0.103 | 4.146 | 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 | 3.48 | 70% |
| Returns for 1 year | 8.64 | 12.41 | 70% |
| Returns for 3 years | 31.35 | 31.01 | 101% |
| Returns for 5 years | 33.28 | 31.18 | 107% |
| Returns for 10 years | N/A | 68.60 | - |
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