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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$36.18
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$24.31
Change+$0.19 (+0.79%)
VolumeN/A
CapitalizationN/A
OAZBX vs RIDEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. OAZBX (6.64B). 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 annual gain was more profitable for investors over the last year : 9.71 vs. RIDEX (9.05).
| 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 | 9.259 | 8.169 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 124B | 5% |
| Annual Yield % from dividends | 3.05 | 3.50 | 87% |
| Returns for 1 year | 9.71 | 9.05 | 107% |
| Returns for 3 years | 13.12 | 4.78 | 274% |
| Returns for 5 years | N/A | 18.48 | - |
| Returns for 10 years | N/A | 30.60 | - |
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