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RIDHX vs SAWMX
RIDHX vs SAWMX Comparison
Open Charts RIDHX vs SAWMX
American Funds Income Fund of Amer R5E
Price$26.83
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.08B
SA Worldwide Moderate Growth
Price$12.41
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets21.23M
RIDHX vs SAWMX Comparison Chart in %
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RIDHX vs. SAWMX commentary
Jul 11, 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 RIDHX is a Buy and SAWMX is a Hold.
FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 135B vs. SAWMX (21.2M). RIDHX pays higher dividends than SAWMX: RIDHX (3.83) vs SAWMX (3.00). RIDHX was incepted earlier than SAWMX: RIDHX (10 years) vs SAWMX (10 years). SAWMX (1.57) is less costly to investors than RIDHX (0.41). RIDHX is a more actively managed with annual turnover of: 92.00 vs. SAWMX (11.00). RIDHX has a lower initial minimum investment than SAWMX: RIDHX (250) vs SAWMX (5000). RIDHX annual gain was more profitable for investors over the last year : 14.50 vs. SAWMX (7.83). RIDHX return over 5 years is better than : 45.09 vs. SAWMX (42.81).
| RIDHX | SAWMX | RIDHX / SAWMX | |
| Total Expense Ratio | 0.41 | 0.71 | 58% |
| Annual Report Gross Expense Ratio | 0.41 | 1.57 | 26% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 11.638 | 9.083 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.2M | 636,792% |
| Annual Yield % from dividends | 3.83 | 3.00 | 128% |
| Returns for 1 year | 14.50 | 7.83 | 185% |
| Returns for 3 years | 28.51 | 26.17 | 109% |
| Returns for 5 years | 45.09 | 42.81 | 105% |
| Returns for 10 years | N/A | 47.78 | - |