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IUAAX vs RIDBX
IUAAX vs RIDBX Comparison
Open Charts IUAAX vs RIDBX
VY® Invesco Equity and Income A
Price$42.05
Change+$0.21 (+0.50%)
VolumeN/A
Net Assets474.64M
American Funds Income Fund of Amer R2
Price$24.49
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126.58B
IUAAX vs RIDBX Comparison Chart
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IUAAX vs. RIDBX commentary
Jan 19, 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: 127B vs. IUAAX (475M). RIDBX pays higher dividends than IUAAX: RIDBX (2.85) vs IUAAX (1.59). IUAAX was incepted earlier than RIDBX: IUAAX (23 years) vs RIDBX (23 years). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDBX (40.00). 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 : 11.38 vs. IUAAX (7.88). RIDBX return over 5 years is better than : 15.82 vs. IUAAX (3.98).
| IUAAX | RIDBX | IUAAX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.686 | 1.914 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 127B | 0% |
| Annual Yield % from dividends | 1.59 | 2.85 | 56% |
| Returns for 1 year | 7.88 | 11.38 | 69% |
| Returns for 3 years | -14.05 | 3.42 | -411% |
| Returns for 5 years | 3.98 | 15.82 | 25% |
| Returns for 10 years | 9.27 | 28.98 | 32% |