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OAZBX vs RIDEX
OAZBX vs RIDEX Comparison
Open Charts OAZBX vs RIDEX
Oakmark Equity and Income R6
Price$37.10
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets6.16B
American Funds Income Fund of Amer R4
Price$27.24
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets137.64B
OAZBX vs RIDEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 138B vs. OAZBX (6.16B). RIDEX pays higher dividends than OAZBX: RIDEX (3.54) vs OAZBX (2.44). OAZBX was incepted earlier than RIDEX: OAZBX (5 years) vs RIDEX (23 years). RIDEX (0.61) is less costly to investors than OAZBX (0.56). 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 : 9.74 vs. OAZBX (3.62).
| OAZBX | RIDEX | OAZBX / RIDEX | |
| Total Expense Ratio | 0.56 | 0.61 | 92% |
| Annual Report Gross Expense Ratio | 0.56 | 0.61 | 92% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.389 | 13.954 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 138B | 4% |
| Annual Yield % from dividends | 2.44 | 3.54 | 69% |
| Returns for 1 year | 3.62 | 9.74 | 37% |
| Returns for 3 years | 31.04 | 27.93 | 111% |
| Returns for 5 years | N/A | 35.43 | - |
| Returns for 10 years | N/A | 53.78 | - |
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