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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
American Funds Income Fund of Amer R4
Price$25.37
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
OAZBX vs RIDEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. OAZBX (6.01B). RIDEX pays higher dividends than OAZBX: RIDEX (3.83) vs OAZBX (2.45). OAZBX was incepted earlier than RIDEX: OAZBX (4 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 : 10.05 vs. OAZBX (4.39).
| OAZBX | RIDEX | OAZBX / RIDEX | |
| Total Expense Ratio | 0.56 | 0.62 | 90% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.586 | 4.830 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 128B | 5% |
| Annual Yield % from dividends | 2.45 | 3.83 | 64% |
| Returns for 1 year | 4.39 | 10.05 | 44% |
| Returns for 3 years | 23.45 | 15.63 | 150% |
| Returns for 5 years | N/A | 40.87 | - |
| Returns for 10 years | N/A | 35.43 | - |
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