Ad is loading...
OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$34.70
Change+$1.56 (+4.71%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R3
Price$24.19
Change+$0.89 (+3.82%)
VolumeN/A
Net Assets122.8B
OAYBX vs RIDCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAYBX vs. RIDCX commentary
Apr 11, 2025
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 OAYBX is a Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 123B vs. OAYBX (6.2B). RIDCX pays higher dividends than OAYBX: RIDCX (3.55) vs OAYBX (2.33). OAYBX was incepted earlier than RIDCX: OAYBX (8 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than OAYBX (0.62). RIDCX is a more actively managed with annual turnover of: 92.00 vs. OAYBX (38.00). RIDCX has a lower initial minimum investment than OAYBX: RIDCX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 2.00 vs. RIDCX (0.66). OAYBX return over 5 years is better than : 54.76 vs. RIDCX (29.29).
| OAYBX | RIDCX | OAYBX / RIDCX | |
| Total Expense Ratio | 0.62 | 0.91 | 68% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -2.786 | -3.552 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 123B | 5% |
| Annual Yield % from dividends | 2.33 | 3.55 | 66% |
| Returns for 1 year | 2.00 | 0.66 | 301% |
| Returns for 3 years | 13.14 | -0.27 | -4,870% |
| Returns for 5 years | 54.76 | 29.29 | 187% |
| Returns for 10 years | N/A | 23.24 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers