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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$37.16
Change+$0.19 (+0.51%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$26.03
Change+$0.11 (+0.42%)
VolumeN/A
CapitalizationN/A
OAYBX vs RIDEX Comparison Chart
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OAYBX vs. RIDEX commentary
Nov 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 OAYBX is a StrongBuy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OAYBX (6.4B). RIDEX pays higher dividends than OAYBX: RIDEX (3.50) vs OAYBX (2.98). OAYBX was incepted earlier than RIDEX: OAYBX (8 years) vs RIDEX (22 years). OAYBX is a more actively managed with annual turnover of: 45.00 vs. RIDEX (40.00). RIDEX has a lower initial minimum investment than OAYBX: RIDEX (250) vs OAYBX (100000). RIDEX (20.38) and OAYBX (20.23) have marching annual gain over last year. OAYBX return over 5 years is better than : 30.07 vs. RIDEX (24.18).
| OAYBX | RIDEX | OAYBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 12.168 | 13.646 | 89% |
| 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 | 128B | 5% |
| Annual Yield % from dividends | 2.98 | 3.50 | 85% |
| Returns for 1 year | 20.23 | 20.38 | 99% |
| Returns for 3 years | 5.43 | 6.55 | 83% |
| Returns for 5 years | 30.07 | 24.18 | 124% |
| Returns for 10 years | N/A | 37.04 | - |