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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$36.12
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R3
Price$25.66
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
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OAZBX vs RIDCX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 129B vs. OAZBX (6.53B). RIDCX pays higher dividends than OAZBX: RIDCX (3.23) vs OAZBX (3.05). OAZBX was incepted earlier than RIDCX: OAZBX (4 years) vs RIDCX (22 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). RIDCX annual gain was more profitable for investors over the last year : 17.46 vs. OAZBX (15.99).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 7.845 | 11.207 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 129B | 5% |
| Annual Yield % from dividends | 3.05 | 3.23 | 94% |
| Returns for 1 year | 15.99 | 17.46 | 92% |
| Returns for 3 years | 4.62 | 6.46 | 72% |
| Returns for 5 years | N/A | 23.50 | - |
| Returns for 10 years | N/A | 34.10 | - |
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