OAZBX
Price
$37.47
Change
+$0.06 (+0.16%)
Updated
Jul 3 closing price
Net Assets
6.24B
RIDCX
Price
$26.75
Change
+$0.09 (+0.34%)
Updated
Jul 3 closing price
Net Assets
135.54B
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OAZBX vs RIDCX

Header iconOAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCXBanner chart's image
Oakmark Equity and Income R6
Price$37.47
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$26.75
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
OAZBX vs RIDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 136B vs. OAZBX (6.24B). RIDCX pays higher dividends than OAZBX: RIDCX (3.38) vs OAZBX (2.44). OAZBX was incepted earlier than RIDCX: OAZBX (5 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than OAZBX (0.56). RIDCX is a more actively managed with annual turnover of: 92.00 vs. OAZBX (38.00). RIDCX has a lower initial minimum investment than OAZBX: RIDCX (250) vs OAZBX (1000000). RIDCX annual gain was more profitable for investors over the last year : 14.88 vs. OAZBX (11.93).
OAZBXRIDCXOAZBX / RIDCX
Total Expense Ratio0.560.9162%
Annual Report Gross Expense Ratio0.560.9162%
Fund Existence5 years23 years-
Gain YTD5.74811.36251%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B136B5%
Annual Yield % from dividends2.443.3872%
Returns for 1 year11.9314.8880%
Returns for 3 years36.7026.02141%
Returns for 5 yearsN/A42.74-
Returns for 10 yearsN/A47.35-
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