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RIDAX vs VILLX
RIDAX vs VILLX Comparison
Open Charts RIDAX vs VILLX
American Funds Income Fund of Amer R1
Price$24.61
Change-$0.13 (-0.53%)
VolumeN/A
CapitalizationN/A
Villere Balanced I
Price$20.59
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
RIDAX vs VILLX Comparison Chart
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RIDAX vs. VILLX commentary
Dec 18, 2024
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 VILLX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 123B vs. VILLX (114M). RIDAX pays higher dividends than VILLX: RIDAX (2.82) vs VILLX (0.60). RIDAX was incepted earlier than VILLX: RIDAX (23 years) vs VILLX (25 years). RIDAX is a more actively managed with annual turnover of: 40.00 vs. VILLX (20.00). RIDAX has a lower initial minimum investment than VILLX: RIDAX (250) vs VILLX (2000). RIDAX annual gain was more profitable for investors over the last year : 10.05 vs. VILLX (4.29). RIDAX return over 5 years is better than : 17.26 vs. VILLX (-10.48).
| RIDAX | VILLX | RIDAX / VILLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 8.721 | 4.571 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 114M | 107,895% |
| Annual Yield % from dividends | 2.82 | 0.60 | 467% |
| Returns for 1 year | 10.05 | 4.29 | 234% |
| Returns for 3 years | 4.51 | -8.87 | -51% |
| Returns for 5 years | 17.26 | -10.48 | -165% |
| Returns for 10 years | 28.11 | -7.56 | -372% |