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IUAAX vs RIDBX
IUAAX vs RIDBX Comparison
Open Charts IUAAX vs RIDBX
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 R2
Price$23.93
Change+$0.88 (+3.82%)
VolumeN/A
Net Assets118.26B
IUAAX vs RIDBX Comparison Chart
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IUAAX vs. RIDBX 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 RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 118B vs. IUAAX (412M). RIDBX pays higher dividends than IUAAX: RIDBX (3.16) vs IUAAX (2.87). IUAAX was incepted earlier than RIDBX: IUAAX (23 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than IUAAX (1.22). IUAAX is a more actively managed with annual turnover of: 144.00 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 : 0.23 vs. IUAAX (-10.45). RIDBX return over 5 years is better than : 27.03 vs. IUAAX (10.73).
| IUAAX | RIDBX | IUAAX / RIDBX | |
| 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 | -3.614 | 232% |
| 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 | 3.16 | 91% |
| Returns for 1 year | -10.45 | 0.23 | -4,451% |
| Returns for 3 years | -21.47 | -1.40 | 1,535% |
| Returns for 5 years | 10.73 | 27.03 | 40% |
| Returns for 10 years | -6.15 | 20.32 | -30% |
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