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PDRDX vs RIDAX
PDRDX vs RIDAX Comparison
Open Charts PDRDX vs RIDAX
Principal Diversified Real Asset Instl
Price$11.95
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets2.45B
American Funds Income Fund of Amer R1
Price$26.73
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets135.73B
PDRDX vs RIDAX Comparison Chart in %
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PDRDX vs. RIDAX commentary
Jul 28, 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 PDRDX is a StrongBuy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 136B vs. PDRDX (2.45B). RIDAX pays higher dividends than PDRDX: RIDAX (2.97) vs PDRDX (2.12). PDRDX was incepted earlier than RIDAX: PDRDX (15 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than PDRDX (0.90). RIDAX is a more actively managed with annual turnover of: 92.00 vs. PDRDX (84.00). PDRDX has a lower initial minimum investment than RIDAX: PDRDX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 12.71 vs. PDRDX (9.13). RIDAX return over 5 years is better than : 36.94 vs. PDRDX (30.37).
| PDRDX | RIDAX | PDRDX / RIDAX | |
| Total Expense Ratio | 0.85 | 1.36 | 62% |
| Annual Report Gross Expense Ratio | 0.90 | 1.36 | 66% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 8.516 | 11.318 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 136B | 2% |
| Annual Yield % from dividends | 2.12 | 2.97 | 71% |
| Returns for 1 year | 9.13 | 12.71 | 72% |
| Returns for 3 years | 4.56 | 24.29 | 19% |
| Returns for 5 years | 30.37 | 36.94 | 82% |
| Returns for 10 years | 35.86 | 44.66 | 80% |
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