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OAKBX vs RIDCX
OAKBX vs RIDCX Comparison
Open Charts OAKBX vs RIDCX
Oakmark Equity And Income Investor
Price$36.20
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$24.25
Change+$0.19 (+0.79%)
VolumeN/A
CapitalizationN/A
OAKBX vs RIDCX Comparison Chart
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OAKBX vs. RIDCX commentary
Dec 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 Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 124B vs. OAKBX (6.64B). RIDCX pays higher dividends than OAKBX: RIDCX (3.23) vs OAKBX (2.69). OAKBX was incepted earlier than RIDCX: OAKBX (29 years) vs RIDCX (23 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 annual gain was more profitable for investors over the last year : 9.40 vs. RIDCX (8.71). OAKBX return over 5 years is better than : 31.07 vs. RIDCX (17.27).
| OAKBX | RIDCX | OAKBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 8.950 | 7.874 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 124B | 5% |
| Annual Yield % from dividends | 2.69 | 3.23 | 83% |
| Returns for 1 year | 9.40 | 8.71 | 108% |
| Returns for 3 years | 12.42 | 4.06 | 306% |
| Returns for 5 years | 31.07 | 17.27 | 180% |
| Returns for 10 years | 22.47 | 28.80 | 78% |
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