Ad is loading...
OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$36.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$24.40
Change+$0.09 (+0.37%)
VolumeN/A
CapitalizationN/A
OAYBX vs RIDEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAYBX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. OAYBX (6.64B). RIDEX pays higher dividends than OAYBX: RIDEX (3.50) vs OAYBX (2.98). OAYBX was incepted earlier than RIDEX: OAYBX (8 years) vs RIDEX (23 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). OAYBX (9.60) and RIDEX (9.18) have marching annual gain over last year. OAYBX return over 5 years is better than : 32.17 vs. RIDEX (18.92).
| OAYBX | RIDEX | OAYBX / RIDEX | |
| 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 | 8.569 | 107% |
| 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 | 3.50 | 85% |
| Returns for 1 year | 9.60 | 9.18 | 105% |
| Returns for 3 years | 11.56 | 4.18 | 277% |
| Returns for 5 years | 32.17 | 18.92 | 170% |
| Returns for 10 years | N/A | 30.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...