Interact to see
Advertisement
Advertisement
OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R3
Price$27.49
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets139.35B
OAZBX vs RIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. OAZBX (6.24B). RIDCX pays higher dividends than OAZBX: RIDCX (3.27) 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 : 10.79 vs. OAZBX (9.44).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | 0.56 | 0.91 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.485 | 15.055 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 139B | 4% |
| Annual Yield % from dividends | 2.44 | 3.27 | 75% |
| Returns for 1 year | 9.44 | 10.79 | 87% |
| Returns for 3 years | 40.38 | 35.28 | 114% |
| Returns for 5 years | N/A | 42.30 | - |
| Returns for 10 years | N/A | 57.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement