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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds Income Fund of Amer R3
Price$25.30
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
OAZBX vs RIDCX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. OAZBX (6.01B). RIDCX pays higher dividends than OAZBX: RIDCX (3.56) vs OAZBX (2.45). OAZBX was incepted earlier than RIDCX: OAZBX (4 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 : 9.76 vs. OAZBX (4.39).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | 0.56 | 0.91 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.586 | 4.727 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 128B | 5% |
| Annual Yield % from dividends | 2.45 | 3.56 | 69% |
| Returns for 1 year | 4.39 | 9.76 | 45% |
| Returns for 3 years | 23.45 | 14.81 | 158% |
| Returns for 5 years | N/A | 39.36 | - |
| Returns for 10 years | N/A | 33.51 | - |
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