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AFPAX vs RIDEX
AFPAX vs RIDEX Comparison
Open Charts AFPAX vs RIDEX
DSS AmericaFirst Income A
Price$4.18
Change+$0.02 (+0.48%)
VolumeN/A
Net Assets11.24M
American Funds Income Fund of Amer R4
Price$26.82
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
AFPAX vs RIDEX Comparison Chart in %
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AFPAX vs. RIDEX commentary
Jul 06, 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 AFPAX is a Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 136B vs. AFPAX (11.2M). AFPAX pays higher dividends than RIDEX: AFPAX (10.79) vs RIDEX (3.64). AFPAX was incepted earlier than RIDEX: AFPAX (15 years) vs RIDEX (23 years). AFPAX (2.97) is less costly to investors than RIDEX (0.62). AFPAX is a more actively managed with annual turnover of: 155.61 vs. RIDEX (92.00). RIDEX has a lower initial minimum investment than AFPAX: RIDEX (250) vs AFPAX (1000). RIDEX annual gain was more profitable for investors over the last year : 15.22 vs. AFPAX (3.75). RIDEX return over 5 years is better than : 44.42 vs. AFPAX (36.99).
| AFPAX | RIDEX | AFPAX / RIDEX | |
| Total Expense Ratio | 2.62 | 0.62 | 423% |
| Annual Report Gross Expense Ratio | 2.97 | 0.62 | 479% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.688 | 11.531 | -6% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 136B | 0% |
| Annual Yield % from dividends | 10.79 | 3.64 | 296% |
| Returns for 1 year | 3.75 | 15.22 | 25% |
| Returns for 3 years | 12.55 | 27.02 | 46% |
| Returns for 5 years | 36.99 | 44.42 | 83% |
| Returns for 10 years | 12.33 | 49.60 | 25% |