RIDAX
Price
$27.04
Change
+$0.01 (+0.04%)
Updated
Jun 23 closing price
Net Assets
146.86B
UTMAX
Price
$12.52
Change
+$0.01 (+0.08%)
Updated
Jun 22 closing price
Net Assets
136.94M
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RIDAX vs UTMAX

RIDAX vs UTMAX Comparison Chart in %
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RIDAX vs. UTMAX commentary
Jun 24, 2026

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 UTMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 147B vs. UTMAX (137M). UTMAX pays higher dividends than RIDAX: UTMAX (3.26) vs RIDAX (2.76). RIDAX was incepted earlier than UTMAX: RIDAX (24 years) vs UTMAX (11 years). RIDAX (1.34) is less costly to investors than UTMAX (0.69). UTMAX is a more actively managed with annual turnover of: 182.00 vs. RIDAX (65.00). UTMAX has a lower initial minimum investment than RIDAX: UTMAX (0) vs RIDAX (250). UTMAX annual gain was more profitable for investors over the last year : 20.50 vs. RIDAX (6.78). RIDAX return over 5 years is better than : 18.81 vs. UTMAX (3.75).
RIDAXUTMAXRIDAX / UTMAX
Total Expense Ratio1.340.68197%
Annual Report Gross Expense Ratio1.340.69194%
Fund Existence24 years11 years-
Gain YTD5.3478.68862%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets147B137M107,299%
Annual Yield % from dividends2.763.2685%
Returns for 1 year6.7820.5033%
Returns for 3 years32.5450.8964%
Returns for 5 years18.813.75501%
Returns for 10 years53.5550.48106%
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