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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.98
Change-$0.28 (-0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$25.78
Change-$0.24 (-0.92%)
VolumeN/A
CapitalizationN/A
OAYBX vs RIDCX Comparison Chart
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OAYBX vs. RIDCX commentary
Nov 13, 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 StrongBuy and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 129B vs. OAYBX (6.4B). RIDCX pays higher dividends than OAYBX: RIDCX (3.23) vs OAYBX (2.98). OAYBX was incepted earlier than RIDCX: OAYBX (8 years) vs RIDCX (22 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 (24.25) and RIDCX (23.29) have marching annual gain over last year. OAYBX return over 5 years is better than : 30.09 vs. RIDCX (23.76).
| OAYBX | RIDCX | OAYBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 12.470 | 13.653 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 129B | 5% |
| Annual Yield % from dividends | 2.98 | 3.23 | 92% |
| Returns for 1 year | 24.25 | 23.29 | 104% |
| Returns for 3 years | 4.40 | 5.79 | 76% |
| Returns for 5 years | 30.09 | 23.76 | 127% |
| Returns for 10 years | N/A | 36.54 | - |
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