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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$37.01
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets6.32B
American Funds Income Fund of Amer R4
Price$25.14
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets128.36B
OAZBX vs RIDEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OAZBX (6.32B). RIDEX pays higher dividends than OAZBX: RIDEX (3.50) vs OAZBX (3.05). OAZBX was incepted earlier than RIDEX: OAZBX (4 years) vs RIDEX (23 years). OAZBX is a more actively managed with annual turnover of: 45.00 vs. RIDEX (40.00). RIDEX has a lower initial minimum investment than OAZBX: RIDEX (250) vs OAZBX (1000000). OAZBX (13.22) and RIDEX (12.75) have marching annual gain over last year.
| OAZBX | RIDEX | OAZBX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.594 | 3.530 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 128B | 5% |
| Annual Yield % from dividends | 3.05 | 3.50 | 87% |
| Returns for 1 year | 13.22 | 12.75 | 104% |
| Returns for 3 years | 16.11 | 7.81 | 206% |
| Returns for 5 years | N/A | 23.72 | - |
| Returns for 10 years | N/A | 36.50 | - |