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IUAAX vs RIDBX
IUAAX vs RIDBX Comparison
Open Charts IUAAX vs RIDBX
VY® Invesco Equity and Income A
Price$31.32
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R2
Price$27.03
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets137.85B
IUAAX vs RIDBX Comparison Chart in %
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IUAAX vs. RIDBX commentary
Sep 17, 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 RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 138B vs. IUAAX (460M). IUAAX (2.99) and RIDBX (2.94) have matching dividends . IUAAX was incepted earlier than RIDBX: IUAAX (24 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than IUAAX (1.24). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RIDBX (92.00). IUAAX has a lower initial minimum investment than RIDBX: IUAAX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 10.27 vs. IUAAX (-22.30). RIDBX return over 5 years is better than : 37.03 vs. IUAAX (-14.21).
| IUAAX | RIDBX | IUAAX / RIDBX | |
| 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 | -23.406 | 14.056 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 138B | 0% |
| Annual Yield % from dividends | 2.99 | 2.94 | 102% |
| Returns for 1 year | -22.30 | 10.27 | -217% |
| Returns for 3 years | -16.31 | 29.79 | -55% |
| Returns for 5 years | -14.21 | 37.03 | -38% |
| Returns for 10 years | -9.79 | 55.30 | -18% |
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