The Income Fund of America Class R-1 (RIDAX) Alternatives

The Income Fund of America Class R-1 (RIDAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RIDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to RIDAX

RIDAX charges 1.36% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among RIDAX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	RIDAX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	RIDAX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	RIDAX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	RIDAX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	RIDAX vs TILVX

Best Risk-Adjusted Alternatives to RIDAX

Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	RIDAX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	RIDAX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	RIDAX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	RIDAX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	RIDAX vs VALAX

Top Performing RIDAX Alternatives (YTD)

RIDAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	RIDAX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	RIDAX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	RIDAX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	RIDAX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	RIDAX vs HFCVX

Lowest Volatility Alternatives to RIDAX

RIDAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	RIDAX vs ACTIX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	RIDAX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	RIDAX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	RIDAX vs ACIIX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	11.86%	Dec 20, 2007	RIDAX vs TMMAX

Lowest Drawdown Alternatives to RIDAX

RIDAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	RIDAX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	RIDAX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	RIDAX vs AUXFX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	RIDAX vs PSECX
GQHPX	GQG Partners US Quality Dividend Income Fund	-8.57%	Jun 29, 2021	RIDAX vs GQHPX

Other Mutual Funds from American Funds

Most popular American Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	RIDAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	48	-7.68%	Jan 1, 1934	RIDAX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	-11.15%	Dec 1, 1973	RIDAX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	-5.27%	Jul 31, 1952	RIDAX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	57	-5.45%	—	RIDAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	70	-6.13%	Jan 8, 1978	RIDAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	38	-8.14%	Mar 13, 1973	RIDAX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	29	-11.18%	Dec 1, 1973	RIDAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	81	1.48%	Dec 1, 1973	RIDAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	-11.82%	Jan 5, 1967	RIDAX vs AMCPX

Often Compared With RIDAX

What investors most often compare with RIDAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	54	-3.26%	May 14, 2001	RIDAX vs VWNAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	75	4.80%	Jun 21, 2022	RIDAX vs AVLVX
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	67	-3.49%	Dec 28, 2016	RIDAX vs HNDDX
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	10	-4.83%	Jun 13, 2002	RIDAX vs QRVLX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	20	-4.10%	Nov 30, 2016	RIDAX vs OANMX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	65	1.97%	Feb 7, 2019	RIDAX vs VHYAX
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	63	-1.25%	Jan 10, 1998	RIDAX vs PEIYX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	56	-0.15%	Mar 21, 1988	RIDAX vs VEIPX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	67	0.72%	Apr 2, 2007	RIDAX vs SFLNX
FDETX	Fidelity Advisor Capital Development Fund Class O	Large Cap Value Equities	78	-5.03%	Dec 30, 1985	RIDAX vs FDETX
CFVLX	Commerce Value Fund	Large Cap Value Equities	46	1.44%	Mar 3, 1997	RIDAX vs CFVLX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	80	-1.76%	—	RIDAX vs DODFX
DRIPX	The MP 63 Fund	Large Cap Value Equities	53	1.34%	Mar 1, 1999	RIDAX vs DRIPX
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	62	-1.32%	Jun 15, 1977	RIDAX vs PEYAX
TRLUX	T. Rowe Price Large Cap Value Fund Investor Class	Large Cap Value Equities	72	0.31%	May 4, 2020	RIDAX vs TRLUX
CABDX	AB Relative Value Fund	Large Cap Value Equities	28	0.62%	Jul 1, 1932	RIDAX vs CABDX
GPAFX	Victory RS Large Cap Alpha Fund	Large Cap Value Equities	49	-1.10%	Jun 1, 1972	RIDAX vs GPAFX
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	59	1.48%	Sep 7, 2010	RIDAX vs LBWIX
TVLYX	Touchstone Value Fund	Large Cap Value Equities	23	-3.06%	Sep 10, 1998	RIDAX vs TVLYX
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	13	-2.47%	May 8, 2000	RIDAX vs ANVIX

Compare RIDAX with Any Fund or Stock

Compare RIDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

The Income Fund of America Class R-1

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