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RIDFX vs VILLX
RIDFX vs VILLX Comparison
Open Charts RIDFX vs VILLX
American Funds Income Fund of Amer R5
Price$24.78
Change-$0.13 (-0.52%)
VolumeN/A
CapitalizationN/A
Villere Balanced I
Price$20.59
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
RIDFX vs VILLX Comparison Chart
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RIDFX 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 RIDFX is a Buy and VILLX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 123B vs. VILLX (114M). RIDFX pays higher dividends than VILLX: RIDFX (3.78) vs VILLX (0.60). RIDFX was incepted earlier than VILLX: RIDFX (23 years) vs VILLX (25 years). RIDFX is a more actively managed with annual turnover of: 40.00 vs. VILLX (20.00). RIDFX has a lower initial minimum investment than VILLX: RIDFX (250) vs VILLX (2000). RIDFX annual gain was more profitable for investors over the last year : 10.92 vs. VILLX (4.29). RIDFX return over 5 years is better than : 21.29 vs. VILLX (-10.48).
| RIDFX | VILLX | RIDFX / 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 | 9.550 | 4.571 | 209% |
| 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 | 3.78 | 0.60 | 627% |
| Returns for 1 year | 10.92 | 4.29 | 255% |
| Returns for 3 years | 6.69 | -8.87 | -75% |
| Returns for 5 years | 21.29 | -10.48 | -203% |
| Returns for 10 years | 34.19 | -7.56 | -452% |
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