ACTIX vs. RIDAX
Compare and contrast key facts about Advisors Capital Tactical Fixed Income Fund (ACTIX) and The Income Fund of America Class R-1 (RIDAX).
ACTIX is managed by American Century. It was launched on Feb 1, 2021. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
ACTIX vs. RIDAX - Performance Comparison
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ACTIX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACTIX Advisors Capital Tactical Fixed Income Fund | -1.36% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 10.90% |
Returns By Period
In the year-to-date period, ACTIX achieves a -1.36% return, which is significantly lower than RIDAX's 1.29% return.
ACTIX
- 1D
- 0.43%
- 1M
- -2.39%
- YTD
- -1.36%
- 6M
- -0.92%
- 1Y
- 3.08%
- 3Y*
- 3.94%
- 5Y*
- 0.71%
- 10Y*
- —
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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ACTIX vs. RIDAX - Expense Ratio Comparison
ACTIX has a 2.09% expense ratio, which is higher than RIDAX's 1.36% expense ratio.
Return for Risk
ACTIX vs. RIDAX — Risk / Return Rank
ACTIX
RIDAX
ACTIX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advisors Capital Tactical Fixed Income Fund (ACTIX) and The Income Fund of America Class R-1 (RIDAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACTIX | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.46 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.01 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.58 | -0.47 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.44 | -3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACTIX | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.46 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.75 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.67 | -0.67 |
Correlation
The correlation between ACTIX and RIDAX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ACTIX vs. RIDAX - Dividend Comparison
ACTIX's dividend yield for the trailing twelve months is around 3.13%, less than RIDAX's 9.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.13% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
ACTIX vs. RIDAX - Drawdown Comparison
The maximum ACTIX drawdown since its inception was -96.41%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for ACTIX and RIDAX.
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Drawdown Indicators
| ACTIX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.41% | -42.37% | -54.04% |
Max Drawdown (1Y)Largest decline over 1 year | -3.07% | -8.25% | +5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -96.41% | -16.28% | -80.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.22% | — |
Current DrawdownCurrent decline from peak | -96.20% | -5.77% | -90.43% |
Average DrawdownAverage peak-to-trough decline | -27.55% | -4.42% | -23.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 1.76% | -0.91% |
Volatility
ACTIX vs. RIDAX - Volatility Comparison
The current volatility for Advisors Capital Tactical Fixed Income Fund (ACTIX) is 1.82%, while The Income Fund of America Class R-1 (RIDAX) has a volatility of 2.91%. This indicates that ACTIX experiences smaller price fluctuations and is considered to be less risky than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACTIX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 2.91% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.51% | 5.47% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.68% | 9.48% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,202.55% | 9.46% | +1,193.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,201.12% | 10.67% | +1,190.45% |