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IUAAX vs RIDAX
IUAAX vs RIDAX Comparison
Open Charts IUAAX vs RIDAX
VY® Invesco Equity and Income A
Price$31.60
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets461.61M
American Funds Income Fund of Amer R1
Price$27.33
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUAAX vs RIDAX Comparison Chart in %
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IUAAX vs. RIDAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. IUAAX (462M). IUAAX (2.97) and RIDAX (2.87) have matching dividends . IUAAX was incepted earlier than RIDAX: IUAAX (24 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than IUAAX (1.24). IUAAX is a more actively managed with annual turnover of: 125.00 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 : 9.89 vs. IUAAX (-21.83). RIDAX return over 5 years is better than : 36.57 vs. IUAAX (-14.34).
| IUAAX | RIDAX | IUAAX / RIDAX | |
| Total Expense Ratio | 1.14 | 1.36 | 84% |
| Annual Report Gross Expense Ratio | 1.24 | 1.36 | 91% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.427 | 14.305 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 139B | 0% |
| Annual Yield % from dividends | 2.97 | 2.87 | 104% |
| Returns for 1 year | -21.83 | 9.89 | -221% |
| Returns for 3 years | -11.90 | 36.86 | -32% |
| Returns for 5 years | -14.34 | 36.57 | -39% |
| Returns for 10 years | -10.18 | 51.81 | -20% |
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