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IUAAX vs RIDAX
IUAAX vs RIDAX Comparison
Open Charts IUAAX vs RIDAX
VY® Invesco Equity and Income A
Price$39.39
Change+$1.87 (+4.98%)
VolumeN/A
Net Assets412.26M
American Funds Income Fund of Amer R1
Price$24.13
Change+$0.89 (+3.83%)
VolumeN/A
Net Assets118.26B
IUAAX vs RIDAX Comparison Chart
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IUAAX vs. RIDAX commentary
Apr 11, 2025
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 IUAAX is a Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 118B vs. IUAAX (412M). RIDAX pays higher dividends than IUAAX: RIDAX (3.12) vs IUAAX (2.87). IUAAX was incepted earlier than RIDAX: IUAAX (23 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than IUAAX (1.22). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDAX (92.00). IUAAX has a lower initial minimum investment than RIDAX: IUAAX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 0.22 vs. IUAAX (-10.45). RIDAX return over 5 years is better than : 27.16 vs. IUAAX (10.73).
| IUAAX | RIDAX | IUAAX / RIDAX | |
| Total Expense Ratio | 1.14 | 1.36 | 84% |
| Annual Report Gross Expense Ratio | 1.22 | 1.36 | 90% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -8.376 | -3.666 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 118B | 0% |
| Annual Yield % from dividends | 2.87 | 3.12 | 92% |
| Returns for 1 year | -10.45 | 0.22 | -4,822% |
| Returns for 3 years | -21.47 | -1.34 | 1,601% |
| Returns for 5 years | 10.73 | 27.16 | 39% |
| Returns for 10 years | -6.15 | 20.58 | -30% |
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