GEQIX vs. RIDAX
Compare and contrast key facts about Glenmede Equity Income Portfolio (GEQIX) and The Income Fund of America Class R-1 (RIDAX).
GEQIX is managed by Glenmede. It was launched on Dec 21, 2016. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
GEQIX vs. RIDAX - Performance Comparison
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GEQIX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEQIX Glenmede Equity Income Portfolio | -0.00% | 10.27% | 8.75% | 7.85% | -5.20% | 27.51% | 6.72% | 25.12% | -5.44% | 17.58% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.30% |
Returns By Period
GEQIX
- 1D
- -0.14%
- 1M
- -6.17%
- YTD
- -0.00%
- 6M
- 0.14%
- 1Y
- 7.97%
- 3Y*
- 9.15%
- 5Y*
- 7.38%
- 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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GEQIX vs. RIDAX - Expense Ratio Comparison
GEQIX has a 0.85% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
GEQIX vs. RIDAX — Risk / Return Rank
GEQIX
RIDAX
GEQIX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Glenmede Equity Income Portfolio (GEQIX) 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.
| GEQIX | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.46 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.01 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.30 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.58 | -0.89 |
Martin ratioReturn relative to average drawdown | 3.05 | 7.44 | -4.39 |
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
| GEQIX | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.46 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.75 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.67 | -0.11 |
Correlation
The correlation between GEQIX and RIDAX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GEQIX vs. RIDAX - Dividend Comparison
GEQIX's dividend yield for the trailing twelve months is around 16.18%, more than RIDAX's 9.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQIX Glenmede Equity Income Portfolio | 16.18% | 16.18% | 9.08% | 7.50% | 4.42% | 5.90% | 1.98% | 1.92% | 4.76% | 1.49% | 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
GEQIX vs. RIDAX - Drawdown Comparison
The maximum GEQIX drawdown since its inception was -35.47%, smaller than the maximum RIDAX drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for GEQIX and RIDAX.
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Drawdown Indicators
| GEQIX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.47% | -42.37% | +6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -8.25% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -16.28% | -1.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.22% | — |
Current DrawdownCurrent decline from peak | -6.17% | -5.77% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -3.97% | -4.42% | +0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.76% | +0.80% |
Volatility
GEQIX vs. RIDAX - Volatility Comparison
Glenmede Equity Income Portfolio (GEQIX) has a higher volatility of 3.41% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that GEQIX's price experiences larger fluctuations and is considered to be riskier 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
| GEQIX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.91% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 5.47% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.35% | 9.48% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 9.46% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 10.67% | +6.40% |