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RIDAX vs UTMAX
RIDAX vs UTMAX Comparison
Open Charts RIDAX vs UTMAX
American Funds Income Fund of Amer R1
Price$26.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets136.14B
Victory Target Managed Allocation
Price$11.36
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets397.56M
RIDAX vs UTMAX Comparison Chart in %
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RIDAX vs. UTMAX commentary
Aug 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 Buy and UTMAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 136B vs. UTMAX (398M). RIDAX pays higher dividends than UTMAX: RIDAX (2.98) vs UTMAX (1.54). RIDAX was incepted earlier than UTMAX: RIDAX (23 years) vs UTMAX (10 years). RIDAX (1.36) is less costly to investors than UTMAX (0.69). UTMAX is a more actively managed with annual turnover of: 182.00 vs. RIDAX (92.00). UTMAX has a lower initial minimum investment than RIDAX: UTMAX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 11.01 vs. UTMAX (9.46). RIDAX return over 5 years is better than : 34.00 vs. UTMAX (7.18).
| RIDAX | UTMAX | RIDAX / UTMAX | |
| Total Expense Ratio | 1.36 | 0.68 | 200% |
| Annual Report Gross Expense Ratio | 1.36 | 0.69 | 197% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 11.651 | 6.367 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 398M | 34,171% |
| Annual Yield % from dividends | 2.98 | 1.54 | 193% |
| Returns for 1 year | 11.01 | 9.46 | 116% |
| Returns for 3 years | 19.51 | 20.24 | 96% |
| Returns for 5 years | 34.00 | 7.18 | 474% |
| Returns for 10 years | 44.88 | 27.40 | 164% |
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