Ad is loading...
IUAAX vs RIDCX
IUAAX vs RIDCX Comparison
Open Charts IUAAX vs RIDCX
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 R3
Price$24.19
Change+$0.89 (+3.82%)
VolumeN/A
Net Assets118.26B
IUAAX vs RIDCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUAAX vs. RIDCX 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 RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 118B vs. IUAAX (412M). RIDCX pays higher dividends than IUAAX: RIDCX (3.55) vs IUAAX (2.87). IUAAX was incepted earlier than RIDCX: IUAAX (23 years) vs RIDCX (23 years). IUAAX (1.22) is less costly to investors than RIDCX (0.91). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDCX (92.00). IUAAX has a lower initial minimum investment than RIDCX: IUAAX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 0.66 vs. IUAAX (-10.45). RIDCX return over 5 years is better than : 29.29 vs. IUAAX (10.73).
| IUAAX | RIDCX | IUAAX / RIDCX | |
| Total Expense Ratio | 1.14 | 0.91 | 125% |
| Annual Report Gross Expense Ratio | 1.22 | 0.91 | 134% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -8.376 | -3.552 | 236% |
| 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 | 3.55 | 81% |
| Returns for 1 year | -10.45 | 0.66 | -1,572% |
| Returns for 3 years | -21.47 | -0.27 | 7,958% |
| Returns for 5 years | 10.73 | 29.29 | 37% |
| Returns for 10 years | -6.15 | 23.24 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...