Interact to see
Advertisement
Advertisement
PGDRX vs RIDAX
PGDRX vs RIDAX Comparison
Open Charts PGDRX vs RIDAX
Principal Diversified Real Asset R3
Price$11.80
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets2.51B
American Funds Income Fund of Amer R1
Price$26.08
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets132.63B
PGDRX vs RIDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGDRX vs. RIDAX commentary
Jun 16, 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 PGDRX is a Hold and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 133B vs. PGDRX (2.51B). RIDAX pays higher dividends than PGDRX: RIDAX (3.04) vs PGDRX (1.26). PGDRX was incepted earlier than RIDAX: PGDRX (9 years) vs RIDAX (23 years). PGDRX (1.37) and RIDAX (1.36) have similar cost to investors . RIDAX is a more actively managed with annual turnover of: 92.00 vs. PGDRX (84.00). PGDRX has a lower initial minimum investment than RIDAX: PGDRX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 12.78 vs. PGDRX (7.72). RIDAX return over 5 years is better than : 37.96 vs. PGDRX (30.09).
| PGDRX | RIDAX | PGDRX / RIDAX | |
| Total Expense Ratio | 1.37 | 1.36 | 101% |
| Annual Report Gross Expense Ratio | 1.37 | 1.36 | 101% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.843 | 8.611 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 133B | 2% |
| Annual Yield % from dividends | 1.26 | 3.04 | 42% |
| Returns for 1 year | 7.72 | 12.78 | 60% |
| Returns for 3 years | -0.25 | 23.13 | -1% |
| Returns for 5 years | 30.09 | 37.96 | 79% |
| Returns for 10 years | N/A | 37.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement