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NSOIX vs RIDBX
NSOIX vs RIDBX Comparison
Open Charts NSOIX vs RIDBX
North Star Opportunity I
Price$16.98
Change-$0.46 (-2.64%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$23.87
Change-$0.53 (-2.17%)
VolumeN/A
CapitalizationN/A
NSOIX vs RIDBX Comparison Chart
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NSOIX vs. RIDBX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NSOIX is a Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 126B vs. NSOIX (134M). RIDBX pays higher dividends than NSOIX: RIDBX (2.85) vs NSOIX (0.98). NSOIX was incepted earlier than RIDBX: NSOIX (13 years) vs RIDBX (23 years). RIDBX is a more actively managed with annual turnover of: 40.00 vs. NSOIX (24.00). RIDBX has a lower initial minimum investment than NSOIX: RIDBX (250) vs NSOIX (5000). NSOIX (10.12) and RIDBX (10.01) have marching annual gain over last year. NSOIX return over 5 years is better than : 27.32 vs. RIDBX (17.11).
| NSOIX | RIDBX | NSOIX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.100 | 8.673 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 126B | 0% |
| Annual Yield % from dividends | 0.98 | 2.85 | 34% |
| Returns for 1 year | 10.12 | 10.01 | 101% |
| Returns for 3 years | -7.04 | 4.40 | -160% |
| Returns for 5 years | 27.32 | 17.11 | 160% |
| Returns for 10 years | 54.11 | 27.73 | 195% |