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JAVAX vs RIDFX
JAVAX vs RIDFX Comparison
Open Charts JAVAX vs RIDFX
James Aggressive Allocation
Price$14.36
Change-$0.20 (-1.37%)
VolumeN/A
Net Assets25.73M
American Funds Income Fund of Amer R5
Price$25.66
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets129.73B
JAVAX vs RIDFX Comparison Chart
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JAVAX vs. RIDFX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 130B vs. JAVAX (25.7M). RIDFX pays higher dividends than JAVAX: RIDFX (3.78) vs JAVAX (0.57). JAVAX was incepted earlier than RIDFX: JAVAX (10 years) vs RIDFX (23 years). RIDFX is a more actively managed with annual turnover of: 40.00 vs. JAVAX (17.00). RIDFX has a lower initial minimum investment than JAVAX: RIDFX (250) vs JAVAX (10000). RIDFX (13.55) and JAVAX (13.37) have marching annual gain over last year. JAVAX return over 5 years is better than : 40.36 vs. RIDFX (24.69).
| JAVAX | RIDFX | JAVAX / RIDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 1.628 | 5.078 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 130B | 0% |
| Annual Yield % from dividends | 0.57 | 3.78 | 15% |
| Returns for 1 year | 13.37 | 13.55 | 99% |
| Returns for 3 years | 35.80 | 11.91 | 301% |
| Returns for 5 years | 40.36 | 24.69 | 163% |
| Returns for 10 years | N/A | 36.53 | - |