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PGDRX vs RIDAX
PGDRX vs RIDAX Comparison
Open Charts PGDRX vs RIDAX
Principal Diversified Real Asset R3
Price$11.70
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets2.48B
American Funds Income Fund of Amer R1
Price$26.29
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets132.51B
PGDRX vs RIDAX Comparison Chart in %
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PGDRX vs. RIDAX commentary
Jun 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 PGDRX is a Hold and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 133B vs. PGDRX (2.48B). RIDAX pays higher dividends than PGDRX: RIDAX (3.04) vs PGDRX (1.26). 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 : 13.36 vs. PGDRX (7.42). RIDAX return over 5 years is better than : 41.49 vs. PGDRX (30.12).
| 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 | 5.941 | 9.486 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 133B | 2% |
| Annual Yield % from dividends | 1.26 | 3.04 | 42% |
| Returns for 1 year | 7.42 | 13.36 | 56% |
| Returns for 3 years | -0.24 | 22.09 | -1% |
| Returns for 5 years | 30.12 | 41.49 | 73% |
| Returns for 10 years | N/A | 41.80 | - |
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