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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$37.01
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R3
Price$25.07
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets128.36B
OAZBX vs RIDCX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. OAZBX (6.32B). RIDCX pays higher dividends than OAZBX: RIDCX (3.23) vs OAZBX (3.05). OAZBX was incepted earlier than RIDCX: OAZBX (4 years) vs RIDCX (23 years). OAZBX is a more actively managed with annual turnover of: 45.00 vs. RIDCX (40.00). RIDCX has a lower initial minimum investment than OAZBX: RIDCX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 13.22 vs. RIDCX (12.41).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.594 | 3.498 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 128B | 5% |
| Annual Yield % from dividends | 3.05 | 3.23 | 94% |
| Returns for 1 year | 13.22 | 12.41 | 107% |
| Returns for 3 years | 16.11 | 7.12 | 226% |
| Returns for 5 years | N/A | 22.41 | - |
| Returns for 10 years | N/A | 34.58 | - |
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