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RIDAX vs VILLX
RIDAX vs VILLX Comparison
Open Charts RIDAX vs VILLX
American Funds Income Fund of Amer R1
Price$24.70
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126B
Villere Balanced I
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets111.49M
RIDAX vs VILLX Comparison Chart
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RIDAX vs. VILLX commentary
Jan 19, 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 VILLX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 126B vs. VILLX (111M). 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 : 11.40 vs. VILLX (4.55). RIDAX return over 5 years is better than : 15.97 vs. VILLX (-13.10).
| 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 | 1.898 | 1.966 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 111M | 113,514% |
| Annual Yield % from dividends | 2.82 | 0.60 | 467% |
| Returns for 1 year | 11.40 | 4.55 | 250% |
| Returns for 3 years | 3.48 | -8.14 | -43% |
| Returns for 5 years | 15.97 | -13.10 | -122% |
| Returns for 10 years | 29.35 | -6.57 | -447% |
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