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RIDFX vs VILLX
RIDFX vs VILLX Comparison
Open Charts RIDFX vs VILLX
American Funds Income Fund of Amer R5
Price$24.89
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets126B
Villere Balanced I
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets111.49M
RIDFX vs VILLX Comparison Chart
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RIDFX 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 RIDFX is a Buy and VILLX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 126B vs. VILLX (111M). 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 : 12.58 vs. VILLX (4.55). RIDFX return over 5 years is better than : 20.28 vs. VILLX (-13.10).
| 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 | 1.925 | 1.966 | 98% |
| 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 | 3.78 | 0.60 | 627% |
| Returns for 1 year | 12.58 | 4.55 | 276% |
| Returns for 3 years | 5.93 | -8.14 | -73% |
| Returns for 5 years | 20.28 | -13.10 | -155% |
| Returns for 10 years | 35.86 | -6.57 | -546% |
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