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OAYBX vs RIDEX
OAYBX vs RIDEX Comparison
Open Charts OAYBX vs RIDEX
Oakmark Equity and Income Advisor
Price$36.98
Change-$0.28 (-0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$25.85
Change-$0.24 (-0.92%)
VolumeN/A
CapitalizationN/A
OAYBX vs RIDEX Comparison Chart
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OAYBX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 129B 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). OAYBX (24.25) and RIDEX (23.64) have marching annual gain over last year. OAYBX return over 5 years is better than : 30.09 vs. RIDEX (24.95).
| 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 | 12.470 | 13.908 | 90% |
| 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 | 3.50 | 85% |
| Returns for 1 year | 24.25 | 23.64 | 103% |
| Returns for 3 years | 4.40 | 6.47 | 68% |
| Returns for 5 years | 30.09 | 24.95 | 121% |
| Returns for 10 years | N/A | 38.42 | - |
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