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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$38.11
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets6.29B
American Funds Income Fund of Amer R4
Price$27.22
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets136.82B
OAZBX vs RIDEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 137B vs. OAZBX (6.29B). RIDEX pays higher dividends than OAZBX: RIDEX (3.56) vs OAZBX (2.38). 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 : 11.45 vs. OAZBX (9.81).
| 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 | 7.555 | 13.194 | 57% |
| 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 | 3.56 | 67% |
| Returns for 1 year | 9.81 | 11.45 | 86% |
| Returns for 3 years | 35.74 | 29.87 | 120% |
| Returns for 5 years | N/A | 39.26 | - |
| Returns for 10 years | N/A | 58.50 | - |
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