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RIEBX vs UTMAX
RIEBX vs UTMAX Comparison
Open Charts RIEBX vs UTMAX
American Funds Income Fund of Amer R2E
Price$26.19
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets133.37B
Victory Target Managed Allocation
Price$10.88
Change-$0.11 (-1.00%)
VolumeN/A
Net Assets444.51M
RIEBX vs UTMAX Comparison Chart
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RIEBX vs. UTMAX commentary
Jun 14, 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 RIEBX is a Buy and UTMAX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 133B vs. UTMAX (445M). RIEBX pays higher dividends than UTMAX: RIEBX (3.30) vs UTMAX (1.56). RIEBX was incepted earlier than UTMAX: RIEBX (11 years) vs UTMAX (10 years). RIEBX (1.07) is less costly to investors than UTMAX (0.69). UTMAX is a more actively managed with annual turnover of: 182.00 vs. RIEBX (92.00). UTMAX has a lower initial minimum investment than RIEBX: UTMAX (0) vs RIEBX (250). RIEBX annual gain was more profitable for investors over the last year : 13.14 vs. UTMAX (6.30). RIEBX return over 5 years is better than : 39.54 vs. UTMAX (13.02).
| RIEBX | UTMAX | RIEBX / UTMAX | |
| Total Expense Ratio | 1.07 | 0.69 | 155% |
| Annual Report Gross Expense Ratio | 1.07 | 0.69 | 155% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 8.767 | 2.903 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 445M | 29,888% |
| Annual Yield % from dividends | 3.30 | 1.56 | 211% |
| Returns for 1 year | 13.14 | 6.30 | 209% |
| Returns for 3 years | 24.11 | 26.60 | 91% |
| Returns for 5 years | 39.54 | 13.02 | 304% |
| Returns for 10 years | 39.82 | N/A | - |
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