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RIDAX vs SAWMX
RIDAX vs SAWMX Comparison
Open Charts RIDAX vs SAWMX
American Funds Income Fund of Amer R1
Price$27.25
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets138.69B
SA Worldwide Moderate Growth
Price$12.90
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets22.48M
RIDAX vs SAWMX Comparison Chart in %
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RIDAX vs. SAWMX commentary
Sep 16, 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 RIDAX is a Hold and SAWMX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. SAWMX (22.5M). RIDAX (2.90) and SAWMX (2.89) have matching dividends . RIDAX was incepted earlier than SAWMX: RIDAX (23 years) vs SAWMX (10 years). SAWMX (1.57) is less costly to investors than RIDAX (1.36). RIDAX is a more actively managed with annual turnover of: 92.00 vs. SAWMX (11.00). RIDAX has a lower initial minimum investment than SAWMX: RIDAX (250) vs SAWMX (5000). RIDAX annual gain was more profitable for investors over the last year : 10.80 vs. SAWMX (9.87). SAWMX return over 5 years is better than : 41.50 vs. RIDAX (36.75).
| RIDAX | SAWMX | RIDAX / SAWMX | |
| Total Expense Ratio | 1.36 | 0.71 | 192% |
| Annual Report Gross Expense Ratio | 1.36 | 1.57 | 87% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.942 | 13.580 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 22.5M | 617,778% |
| Annual Yield % from dividends | 2.90 | 2.89 | 101% |
| Returns for 1 year | 10.80 | 9.87 | 109% |
| Returns for 3 years | 29.76 | 30.75 | 97% |
| Returns for 5 years | 36.75 | 41.50 | 89% |
| Returns for 10 years | 55.57 | 64.58 | 86% |
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