GQLVX vs. RIDAX
Compare and contrast key facts about Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) and The Income Fund of America Class R-1 (RIDAX).
GQLVX is managed by Glenmede. It was launched on Nov 13, 2017. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
GQLVX vs. RIDAX - Performance Comparison
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GQLVX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GQLVX Glenmede Quantitative U.S. Large Cap Value Equity Portfolio | 2.79% | 14.97% | 10.92% | 9.13% | -6.38% | 29.26% | -1.79% | 27.33% | -14.03% | 0.87% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 0.17% |
Returns By Period
In the year-to-date period, GQLVX achieves a 2.79% return, which is significantly higher than RIDAX's 2.61% return.
GQLVX
- 1D
- 1.71%
- 1M
- -4.01%
- YTD
- 2.79%
- 6M
- 6.81%
- 1Y
- 17.98%
- 3Y*
- 12.68%
- 5Y*
- 8.37%
- 10Y*
- —
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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GQLVX vs. RIDAX - Expense Ratio Comparison
GQLVX has a 0.85% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
GQLVX vs. RIDAX — Risk / Return Rank
GQLVX
RIDAX
GQLVX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) 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.
| GQLVX | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.56 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.15 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.85 | -0.52 |
Martin ratioReturn relative to average drawdown | 6.01 | 8.56 | -2.55 |
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
| GQLVX | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.56 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.76 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.67 | -0.30 |
Correlation
The correlation between GQLVX and RIDAX is 0.89, 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
GQLVX vs. RIDAX - Dividend Comparison
GQLVX's dividend yield for the trailing twelve months is around 7.70%, less than RIDAX's 9.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQLVX Glenmede Quantitative U.S. Large Cap Value Equity Portfolio | 7.70% | 7.91% | 13.45% | 2.41% | 6.06% | 1.34% | 1.88% | 1.71% | 2.12% | 0.21% | 0.00% | 0.00% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
GQLVX vs. RIDAX - Drawdown Comparison
The maximum GQLVX drawdown since its inception was -42.79%, roughly equal to the maximum RIDAX drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for GQLVX and RIDAX.
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Drawdown Indicators
| GQLVX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.79% | -42.37% | -0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -8.25% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -23.16% | -16.28% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.22% | — |
Current DrawdownCurrent decline from peak | -4.28% | -4.54% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -4.42% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.78% | +1.00% |
Volatility
GQLVX vs. RIDAX - Volatility Comparison
Glenmede Quantitative U.S. Large Cap Value Equity Portfolio (GQLVX) has a higher volatility of 4.09% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that GQLVX'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
| GQLVX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 3.31% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 5.61% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.23% | 9.54% | +7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 9.48% | +8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 10.68% | +10.46% |