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RIDAX vs UTMAX
RIDAX vs UTMAX Comparison
Open Charts RIDAX vs UTMAX
American Funds Income Fund of Amer R1
Price$25.62
Change-$0.24 (-0.93%)
VolumeN/A
Net Assets131.24B
Victory Target Managed Allocation
Price$10.71
Change-$0.08 (-0.74%)
VolumeN/A
Net Assets450.48M
RIDAX vs UTMAX Comparison Chart
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RIDAX vs. UTMAX commentary
May 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 RIDAX is a Buy and UTMAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 131B vs. UTMAX (450M). RIDAX pays higher dividends than UTMAX: RIDAX (3.13) vs UTMAX (1.63). 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 : 9.02 vs. UTMAX (4.86). RIDAX return over 5 years is better than : 39.63 vs. UTMAX (14.09).
| RIDAX | UTMAX | RIDAX / UTMAX | |
| Total Expense Ratio | 1.36 | 0.69 | 197% |
| Annual Report Gross Expense Ratio | 1.36 | 0.69 | 197% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 6.200 | 1.030 | 602% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 450M | 29,111% |
| Annual Yield % from dividends | 3.13 | 1.63 | 192% |
| Returns for 1 year | 9.02 | 4.86 | 186% |
| Returns for 3 years | 15.37 | 19.10 | 80% |
| Returns for 5 years | 39.63 | 14.09 | 281% |
| Returns for 10 years | 32.44 | N/A | - |
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