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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$24.33
Change+$0.08 (+0.33%)
VolumeN/A
CapitalizationN/A
OAYBX vs RIDCX Comparison Chart
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OAYBX vs. RIDCX commentary
Dec 24, 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 OAYBX is a Buy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 124B vs. OAYBX (6.64B). RIDCX pays higher dividends than OAYBX: RIDCX (3.23) vs OAYBX (2.98). OAYBX was incepted earlier than RIDCX: OAYBX (8 years) vs RIDCX (23 years). OAYBX is a more actively managed with annual turnover of: 45.00 vs. RIDCX (40.00). 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 : 9.60 vs. RIDCX (8.79). OAYBX return over 5 years is better than : 32.17 vs. RIDCX (17.65).
| OAYBX | RIDCX | OAYBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.210 | 8.230 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 124B | 5% |
| Annual Yield % from dividends | 2.98 | 3.23 | 92% |
| Returns for 1 year | 9.60 | 8.79 | 109% |
| Returns for 3 years | 11.56 | 3.46 | 334% |
| Returns for 5 years | 32.17 | 17.65 | 182% |
| Returns for 10 years | N/A | 28.93 | - |
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