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RIEBX vs UTMAX
RIEBX vs UTMAX Comparison
Open Charts RIEBX vs UTMAX
American Funds Income Fund of Amer R2E
Price$26.82
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets136.12B
Victory Target Managed Allocation
Price$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets446.88M
RIEBX vs UTMAX Comparison Chart in %
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RIEBX vs. UTMAX commentary
Jul 26, 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: 136B vs. UTMAX (447M). RIEBX pays higher dividends than UTMAX: RIEBX (3.23) vs UTMAX (1.53). 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 : 13.17 vs. UTMAX (9.27). RIEBX return over 5 years is better than : 38.38 vs. UTMAX (8.80).
| RIEBX | UTMAX | RIEBX / UTMAX | |
| Total Expense Ratio | 1.07 | 0.68 | 157% |
| Annual Report Gross Expense Ratio | 1.07 | 0.69 | 155% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.384 | 4.775 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 447M | 30,425% |
| Annual Yield % from dividends | 3.23 | 1.53 | 211% |
| Returns for 1 year | 13.17 | 9.27 | 142% |
| Returns for 3 years | 24.76 | 26.91 | 92% |
| Returns for 5 years | 38.38 | 8.80 | 436% |
| Returns for 10 years | 47.56 | N/A | - |
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