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OAYBX vs RIDCX
OAYBX vs RIDCX Comparison
Open Charts OAYBX vs RIDCX
Oakmark Equity and Income Advisor
Price$36.86
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets6.44B
American Funds Income Fund of Amer R3
Price$25.51
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
OAYBX vs RIDCX Comparison Chart
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OAYBX vs. RIDCX commentary
Feb 23, 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: 130B vs. OAYBX (6.44B). 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). RIDCX annual gain was more profitable for investors over the last year : 12.85 vs. OAYBX (11.29). OAYBX return over 5 years is better than : 35.64 vs. RIDCX (22.09).
| 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 | 2.646 | 4.979 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 130B | 5% |
| Annual Yield % from dividends | 2.98 | 3.23 | 92% |
| Returns for 1 year | 11.29 | 12.85 | 88% |
| Returns for 3 years | 17.12 | 10.39 | 165% |
| Returns for 5 years | 35.64 | 22.09 | 161% |
| Returns for 10 years | N/A | 32.74 | - |
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