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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
American Funds Income Fund of Amer R4
Price$26.89
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets135.73B
OAZBX vs RIDEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 136B vs. OAZBX (6.24B). RIDEX pays higher dividends than OAZBX: RIDEX (3.64) vs OAZBX (2.44). OAZBX was incepted earlier than RIDEX: OAZBX (5 years) vs RIDEX (23 years). RIDEX (0.62) is less costly to investors than OAZBX (0.56). RIDEX is a more actively managed with annual turnover of: 92.00 vs. OAZBX (38.00). RIDEX has a lower initial minimum investment than OAZBX: RIDEX (250) vs OAZBX (1000000). RIDEX annual gain was more profitable for investors over the last year : 13.55 vs. OAZBX (10.38).
| OAZBX | RIDEX | OAZBX / RIDEX | |
| Total Expense Ratio | 0.56 | 0.62 | 90% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.805 | 11.822 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 136B | 5% |
| Annual Yield % from dividends | 2.44 | 3.64 | 67% |
| Returns for 1 year | 10.38 | 13.55 | 77% |
| Returns for 3 years | 33.62 | 26.75 | 126% |
| Returns for 5 years | N/A | 40.99 | - |
| Returns for 10 years | N/A | 50.27 | - |
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