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JAVAX vs RIDFX
JAVAX vs RIDFX Comparison
Open Charts JAVAX vs RIDFX
James Aggressive Allocation
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets23.85M
American Funds Income Fund of Amer R5
Price$25.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
JAVAX vs RIDFX Comparison Chart
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JAVAX vs. RIDFX commentary
May 09, 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 128B vs. JAVAX (23.8M). RIDFX pays higher dividends than JAVAX: RIDFX (4.13) vs JAVAX (0.70). JAVAX was incepted earlier than RIDFX: JAVAX (10 years) vs RIDFX (23 years). JAVAX (1.02) is less costly to investors than RIDFX (0.31). RIDFX is a more actively managed with annual turnover of: 92.00 vs. JAVAX (19.00). RIDFX has a lower initial minimum investment than JAVAX: RIDFX (250) vs JAVAX (10000). RIDFX annual gain was more profitable for investors over the last year : 10.41 vs. JAVAX (6.44). JAVAX return over 5 years is better than : 55.45 vs. RIDFX (42.52).
| JAVAX | RIDFX | JAVAX / RIDFX | |
| Total Expense Ratio | 1.02 | 0.31 | 329% |
| Annual Report Gross Expense Ratio | 1.02 | 0.31 | 329% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.539 | 4.940 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 128B | 0% |
| Annual Yield % from dividends | 0.70 | 4.13 | 17% |
| Returns for 1 year | 6.44 | 10.41 | 62% |
| Returns for 3 years | 36.61 | 16.50 | 222% |
| Returns for 5 years | 55.45 | 42.52 | 130% |
| Returns for 10 years | N/A | 37.50 | - |
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