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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$37.10
Change-$0.05 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$26.04
Change+$0.03 (+0.12%)
VolumeN/A
CapitalizationN/A
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OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Nov 10, 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: 129B 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). OAKBX (24.40) and RIDCX (24.07) have marching annual gain over last year. OAKBX return over 5 years is better than : 27.60 vs. RIDCX (23.80).
| 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 | 11.659 | 13.740 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 129B | 5% |
| Annual Yield % from dividends | 2.69 | 3.23 | 83% |
| Returns for 1 year | 24.40 | 24.07 | 101% |
| Returns for 3 years | 3.76 | 5.71 | 66% |
| Returns for 5 years | 27.60 | 23.80 | 116% |
| Returns for 10 years | 17.59 | 36.52 | 48% |
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