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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$36.88
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R4
Price$25.13
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
OAYBX vs RIDEX Comparison Chart
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OAYBX vs. RIDEX commentary
Jan 24, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 127B vs. OAYBX (6.32B). 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 (12.76) and RIDEX (12.49) have marching annual gain over last year. OAYBX return over 5 years is better than : 35.43 vs. RIDEX (20.75).
| 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 | 2.283 | 2.668 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 127B | 5% |
| Annual Yield % from dividends | 2.98 | 3.50 | 85% |
| Returns for 1 year | 12.76 | 12.49 | 102% |
| Returns for 3 years | 15.41 | 7.84 | 197% |
| Returns for 5 years | 35.43 | 20.75 | 171% |
| Returns for 10 years | N/A | 33.87 | - |