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FIFAX vs IUAIX
FIFAX vs IUAIX Comparison
Open Charts FIFAX vs IUAIX
American Funds Income Fund of Amer F3
Price$25.76
Change-$0.02 (-0.08%)
VolumeN/A
CapitalizationN/A
VY® Invesco Equity and Income I
Price$43.12
Change-$0.16 (-0.37%)
VolumeN/A
CapitalizationN/A
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FIFAX vs IUAIX Comparison Chart
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FIFAX vs. IUAIX commentary
Sep 22, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIFAX is a Buy and IUAIX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 128B vs. IUAIX (479M). FIFAX pays higher dividends than IUAIX: FIFAX (3.83) vs IUAIX (2.00). FIFAX was incepted earlier than IUAIX: FIFAX (8 years) vs IUAIX (23 years). IUAIX is a more actively managed with annual turnover of: 144.00 vs. FIFAX (40.00). IUAIX has a lower initial minimum investment than FIFAX: IUAIX (0) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 20.94 vs. IUAIX (11.60). FIFAX return over 5 years is better than : 27.19 vs. IUAIX (10.79).
| FIFAX | IUAIX | FIFAX / IUAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.612 | 3.784 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 479M | 26,722% |
| Annual Yield % from dividends | 3.83 | 2.00 | 192% |
| Returns for 1 year | 20.94 | 11.60 | 181% |
| Returns for 3 years | 10.06 | -9.56 | -105% |
| Returns for 5 years | 27.19 | 10.79 | 252% |
| Returns for 10 years | N/A | 12.21 | - |