Interact to see
Advertisement
Advertisement
PGDRX vs RIDAX
PGDRX vs RIDAX Comparison
Open Charts PGDRX vs RIDAX
Principal Diversified Real Asset R3
Price$11.82
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.43B
American Funds Income Fund of Amer R1
Price$26.62
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
PGDRX vs RIDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGDRX vs. RIDAX commentary
Aug 11, 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 PGDRX is a Hold and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 135B vs. PGDRX (2.43B). RIDAX pays higher dividends than PGDRX: RIDAX (2.98) vs PGDRX (1.29). PGDRX was incepted earlier than RIDAX: PGDRX (9 years) vs RIDAX (23 years). PGDRX (1.37) and RIDAX (1.36) have similar cost to investors . RIDAX is a more actively managed with annual turnover of: 92.00 vs. PGDRX (84.00). PGDRX has a lower initial minimum investment than RIDAX: PGDRX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 12.43 vs. PGDRX (8.08). RIDAX return over 5 years is better than : 33.78 vs. PGDRX (23.43).
| PGDRX | RIDAX | PGDRX / RIDAX | |
| Total Expense Ratio | 1.37 | 1.36 | 101% |
| Annual Report Gross Expense Ratio | 1.37 | 1.36 | 101% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.764 | 10.860 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 135B | 2% |
| Annual Yield % from dividends | 1.29 | 2.98 | 43% |
| Returns for 1 year | 8.08 | 12.43 | 65% |
| Returns for 3 years | -0.33 | 21.27 | -2% |
| Returns for 5 years | 23.43 | 33.78 | 69% |
| Returns for 10 years | N/A | 43.86 | - |