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OAZBX vs RIDCX
OAZBX vs RIDCX Comparison
Open Charts OAZBX vs RIDCX
Oakmark Equity and Income R6
Price$37.10
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R3
Price$27.15
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets137.64B
OAZBX vs RIDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 138B vs. OAZBX (6.16B). RIDCX pays higher dividends than OAZBX: RIDCX (3.29) vs OAZBX (2.44). OAZBX was incepted earlier than RIDCX: OAZBX (5 years) vs RIDCX (23 years). RIDCX (0.90) is less costly to investors than OAZBX (0.56). 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 : 9.38 vs. OAZBX (3.62).
| OAZBX | RIDCX | OAZBX / RIDCX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 0.90 | 62% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.389 | 13.632 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 138B | 4% |
| Annual Yield % from dividends | 2.44 | 3.29 | 74% |
| Returns for 1 year | 3.62 | 9.38 | 39% |
| Returns for 3 years | 31.04 | 26.88 | 115% |
| Returns for 5 years | N/A | 33.80 | - |
| Returns for 10 years | N/A | 51.36 | - |
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