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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$34.24
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets6.2B
American Funds Income Fund of Amer R4
Price$24.64
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets123.85B
OAZBX vs RIDEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. OAZBX (6.2B). RIDEX pays higher dividends than OAZBX: RIDEX (3.82) vs OAZBX (2.40). 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 : 9.43 vs. OAZBX (3.63).
| 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 | -4.286 | 1.194 | -359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 124B | 5% |
| Annual Yield % from dividends | 2.40 | 3.82 | 63% |
| Returns for 1 year | 3.63 | 9.43 | 38% |
| Returns for 3 years | 11.92 | 5.93 | 201% |
| Returns for 5 years | N/A | 35.39 | - |
| Returns for 10 years | N/A | 31.51 | - |
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