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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.18
Change+$0.18 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$25.95
Change+$0.11 (+0.43%)
VolumeN/A
CapitalizationN/A
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Nov 23, 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 OAKBX is a StrongBuy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. OAKBX (6.4B). RIDCX pays higher dividends than OAKBX: RIDCX (3.23) vs OAKBX (2.69). OAKBX was incepted earlier than RIDCX: OAKBX (29 years) vs RIDCX (22 years). OAKBX is a more actively managed with annual turnover of: 45.00 vs. RIDCX (40.00). OAKBX has a lower initial minimum investment than RIDCX: OAKBX (0) vs RIDCX (250). RIDCX (19.48) and OAKBX (19.33) have marching annual gain over last year. OAKBX return over 5 years is better than : 28.31 vs. RIDCX (22.42).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | 11.358 | 12.866 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 128B | 5% |
| Annual Yield % from dividends | 2.69 | 3.23 | 83% |
| Returns for 1 year | 19.33 | 19.48 | 99% |
| Returns for 3 years | 4.76 | 5.82 | 82% |
| Returns for 5 years | 28.31 | 22.42 | 126% |
| Returns for 10 years | 15.73 | 34.55 | 46% |
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