Interact to see
Advertisement
Advertisement
JAVAX vs RIDFX
JAVAX vs RIDFX Comparison
Open Charts JAVAX vs RIDFX
James Aggressive Allocation
Price$15.92
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets28.08M
American Funds Income Fund of Amer R5
Price$27.29
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets138.27B
JAVAX vs RIDFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAVAX vs. RIDFX commentary
Sep 27, 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 Hold and RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 138B vs. JAVAX (28.1M). RIDFX pays higher dividends than JAVAX: RIDFX (3.84) vs JAVAX (0.61). 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). JAVAX annual gain was more profitable for investors over the last year : 14.39 vs. RIDFX (10.16). JAVAX return over 5 years is better than : 73.47 vs. RIDFX (45.63).
| 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 | 13.234 | 14.157 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1M | 138B | 0% |
| Annual Yield % from dividends | 0.61 | 3.84 | 16% |
| Returns for 1 year | 14.39 | 10.16 | 142% |
| Returns for 3 years | 72.56 | 39.98 | 181% |
| Returns for 5 years | 73.47 | 45.63 | 161% |
| Returns for 10 years | 89.92 | 68.10 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement