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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$38.11
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R3
Price$27.14
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets136.82B
OAZBX vs RIDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 137B vs. OAZBX (6.29B). RIDCX pays higher dividends than OAZBX: RIDCX (3.30) vs OAZBX (2.38). 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 : 11.12 vs. OAZBX (9.81).
| 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 | 7.555 | 12.985 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 137B | 5% |
| Annual Yield % from dividends | 2.38 | 3.30 | 72% |
| Returns for 1 year | 9.81 | 11.12 | 88% |
| Returns for 3 years | 35.74 | 28.86 | 124% |
| Returns for 5 years | N/A | 37.71 | - |
| Returns for 10 years | N/A | 56.16 | - |
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