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RIDAX vs UTMAX
RIDAX vs UTMAX Comparison
Open Charts RIDAX vs UTMAX
American Funds Income Fund of Amer R1
Price$26.98
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets136.82B
Victory Target Managed Allocation
Price$11.41
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets385.67M
RIDAX vs UTMAX Comparison Chart in %
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RIDAX vs. UTMAX commentary
Sep 06, 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: 137B vs. UTMAX (386M). RIDAX pays higher dividends than UTMAX: RIDAX (2.90) vs UTMAX (1.50). 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 (10.12) and UTMAX (10.00) have marching annual gain over last year. RIDAX return over 5 years is better than : 34.98 vs. UTMAX (5.57).
| 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 | 12.359 | 6.180 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 386M | 35,492% |
| Annual Yield % from dividends | 2.90 | 1.50 | 194% |
| Returns for 1 year | 10.12 | 10.00 | 101% |
| Returns for 3 years | 26.54 | 31.07 | 85% |
| Returns for 5 years | 34.98 | 5.57 | 628% |
| Returns for 10 years | 54.93 | 34.52 | 159% |
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