OAZBX
Price
$39.44
Change
+$0.03 (+0.08%)
Updated
Dec 26 closing price
Net Assets
6.16B
RIDEX
Price
$26.18
Change
+$0.02 (+0.08%)
Updated
Dec 26 closing price
Net Assets
139.53B
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OAZBX vs RIDEX

Header iconOAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEXBanner chart's image
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).
OAZBXRIDEXOAZBX / RIDEX
Total Expense Ratio0.560.6192%
Annual Report Gross Expense Ratio0.560.6192%
Fund Existence5 years24 years-
Gain YTD12.0369.520126%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B140B4%
Annual Yield % from dividends2.423.4670%
Returns for 1 year11.048.67127%
Returns for 3 years44.0127.25162%
Returns for 5 years41.2728.02147%
Returns for 10 yearsN/A51.83-
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