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JAVAX vs RIDFX
JAVAX vs RIDFX Comparison
Open Charts JAVAX vs RIDFX
James Aggressive Allocation
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets22.69M
American Funds Income Fund of Amer R5
Price$24.70
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets124.57B
JAVAX vs RIDFX Comparison Chart
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JAVAX vs. RIDFX 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 125B vs. JAVAX (22.7M). RIDFX pays higher dividends than JAVAX: RIDFX (4.12) 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 : 10.32 vs. JAVAX (4.35). JAVAX return over 5 years is better than : 49.37 vs. RIDFX (37.84).
| 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 | -7.926 | 1.888 | -420% |
| 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 | 4.12 | 17% |
| Returns for 1 year | 4.35 | 10.32 | 42% |
| Returns for 3 years | 20.69 | 7.56 | 274% |
| Returns for 5 years | 49.37 | 37.84 | 130% |
| Returns for 10 years | N/A | 33.68 | - |