RIDAX vs. NEIMX
Compare and contrast key facts about The Income Fund of America Class R-1 (RIDAX) and Neiman Large Cap Value Fund (NEIMX).
RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973. NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003.
Performance
RIDAX vs. NEIMX - Performance Comparison
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RIDAX vs. NEIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 11.86% |
NEIMX Neiman Large Cap Value Fund | 5.61% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
Returns By Period
In the year-to-date period, RIDAX achieves a 2.61% return, which is significantly lower than NEIMX's 5.61% return. Over the past 10 years, RIDAX has underperformed NEIMX with an annualized return of 7.49%, while NEIMX has yielded a comparatively higher 9.24% annualized return.
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%
NEIMX
- 1D
- 1.99%
- 1M
- -3.83%
- YTD
- 5.61%
- 6M
- 8.69%
- 1Y
- 25.83%
- 3Y*
- 14.76%
- 5Y*
- 10.37%
- 10Y*
- 9.24%
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RIDAX vs. NEIMX - Expense Ratio Comparison
RIDAX has a 1.36% expense ratio, which is lower than NEIMX's 1.46% expense ratio.
Return for Risk
RIDAX vs. NEIMX — Risk / Return Rank
RIDAX
NEIMX
RIDAX vs. NEIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Income Fund of America Class R-1 (RIDAX) and Neiman Large Cap Value Fund (NEIMX). 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.
| RIDAX | NEIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.65 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.15 | 2.32 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.38 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.49 | -0.65 |
Martin ratioReturn relative to average drawdown | 8.56 | 12.55 | -3.99 |
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
| RIDAX | NEIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.65 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.02 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.02 | +0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.03 | +0.64 |
Correlation
The correlation between RIDAX and NEIMX is 0.87, 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
RIDAX vs. NEIMX - Dividend Comparison
RIDAX's dividend yield for the trailing twelve months is around 9.02%, more than NEIMX's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
NEIMX Neiman Large Cap Value Fund | 0.72% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
Drawdowns
RIDAX vs. NEIMX - Drawdown Comparison
The maximum RIDAX drawdown since its inception was -42.37%, smaller than the maximum NEIMX drawdown of -92.94%. Use the drawdown chart below to compare losses from any high point for RIDAX and NEIMX.
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Drawdown Indicators
| RIDAX | NEIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.37% | -92.94% | +50.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -10.78% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -16.28% | -92.94% | +76.66% |
Max Drawdown (10Y)Largest decline over 10 years | -26.22% | -92.94% | +66.72% |
Current DrawdownCurrent decline from peak | -4.54% | -90.08% | +85.54% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -9.92% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 2.14% | -0.36% |
Volatility
RIDAX vs. NEIMX - Volatility Comparison
The current volatility for The Income Fund of America Class R-1 (RIDAX) is 3.31%, while Neiman Large Cap Value Fund (NEIMX) has a volatility of 4.05%. This indicates that RIDAX experiences smaller price fluctuations and is considered to be less risky than NEIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIDAX | NEIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 4.05% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 8.52% | -2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.54% | 15.65% | -6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.48% | 576.30% | -566.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 407.62% | -396.94% |