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RIDBX vs SWHGX
RIDBX vs SWHGX Comparison
Open Charts RIDBX vs SWHGX
American Funds Income Fund of Amer R2
Price$25.07
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets128.4B
Schwab MarketTrack Growth
Price$25.20
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets934.61M
RIDBX vs SWHGX Comparison Chart
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RIDBX vs. SWHGX commentary
May 05, 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 RIDBX is a Buy and SWHGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 128B vs. SWHGX (935M). RIDBX pays higher dividends than SWHGX: RIDBX (3.17) vs SWHGX (2.09). RIDBX was incepted earlier than SWHGX: RIDBX (23 years) vs SWHGX (29 years). RIDBX (1.36) is less costly to investors than SWHGX (0.50). RIDBX is a more actively managed with annual turnover of: 92.00 vs. SWHGX (17.00). SWHGX has a lower initial minimum investment than RIDBX: SWHGX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 11.17 vs. SWHGX (1.03). RIDBX return over 5 years is better than : 38.85 vs. SWHGX (34.04).
| RIDBX | SWHGX | RIDBX / SWHGX | |
| Total Expense Ratio | 1.36 | 0.50 | 272% |
| Annual Report Gross Expense Ratio | 1.36 | 0.50 | 272% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 4.833 | 1.124 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 935M | 13,690% |
| Annual Yield % from dividends | 3.17 | 2.09 | 152% |
| Returns for 1 year | 11.17 | 1.03 | 1,084% |
| Returns for 3 years | 11.41 | 8.88 | 128% |
| Returns for 5 years | 38.85 | 34.04 | 114% |
| Returns for 10 years | 31.41 | 18.93 | 166% |
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