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JAVAX vs RIDBX
JAVAX vs RIDBX Comparison
Open Charts JAVAX vs RIDBX
James Aggressive Allocation
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets22.69M
American Funds Income Fund of Amer R2
Price$24.30
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets124.57B
JAVAX vs RIDBX Comparison Chart
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JAVAX vs. RIDBX commentary
Apr 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JAVAX is a Buy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 125B vs. JAVAX (22.7M). RIDBX pays higher dividends than JAVAX: RIDBX (3.16) vs JAVAX (0.70). JAVAX was incepted earlier than RIDBX: JAVAX (10 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than JAVAX (1.02). RIDBX is a more actively managed with annual turnover of: 92.00 vs. JAVAX (19.00). RIDBX has a lower initial minimum investment than JAVAX: RIDBX (250) vs JAVAX (10000). RIDBX annual gain was more profitable for investors over the last year : 9.12 vs. JAVAX (4.35). JAVAX return over 5 years is better than : 49.37 vs. RIDBX (32.40).
| JAVAX | RIDBX | JAVAX / RIDBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.36 | 75% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -7.926 | 1.613 | -491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7M | 125B | 0% |
| Annual Yield % from dividends | 0.70 | 3.16 | 22% |
| Returns for 1 year | 4.35 | 9.12 | 48% |
| Returns for 3 years | 20.69 | 4.78 | 433% |
| Returns for 5 years | 49.37 | 32.40 | 152% |
| Returns for 10 years | N/A | 26.67 | - |