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JAVAX vs RIDGX
JAVAX vs RIDGX Comparison
Open Charts JAVAX vs RIDGX
James Aggressive Allocation
Price$14.36
Change-$0.20 (-1.37%)
VolumeN/A
Net Assets25.73M
American Funds Income Fund of Amer R6
Price$25.67
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets129.73B
JAVAX vs RIDGX Comparison Chart
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JAVAX vs. RIDGX 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 RIDGX is a Buy.
FUNDAMENTALS
Fundamentals
RIDGX has more cash in the bank: 130B vs. JAVAX (25.7M). RIDGX pays higher dividends than JAVAX: RIDGX (3.83) vs JAVAX (0.57). JAVAX was incepted earlier than RIDGX: JAVAX (10 years) vs RIDGX (16 years). RIDGX is a more actively managed with annual turnover of: 40.00 vs. JAVAX (17.00). RIDGX has a lower initial minimum investment than JAVAX: RIDGX (250) vs JAVAX (10000). RIDGX (13.59) and JAVAX (13.37) have marching annual gain over last year. JAVAX return over 5 years is better than : 40.36 vs. RIDGX (24.88).
| JAVAX | RIDGX | JAVAX / RIDGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 1.628 | 5.076 | 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 | 3.83 | 15% |
| Returns for 1 year | 13.37 | 13.59 | 98% |
| Returns for 3 years | 35.80 | 12.02 | 298% |
| Returns for 5 years | 40.36 | 24.88 | 162% |
| Returns for 10 years | N/A | 36.81 | - |
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