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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
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 R4
Price$24.26
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets118.26B
IUAAX vs RIDEX Comparison Chart
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IUAAX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 118B vs. IUAAX (412M). RIDEX pays higher dividends than IUAAX: RIDEX (3.82) vs IUAAX (2.87). IUAAX was incepted earlier than RIDEX: IUAAX (23 years) vs RIDEX (23 years). IUAAX (1.22) is less costly to investors than RIDEX (0.62). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDEX (92.00). IUAAX has a lower initial minimum investment than RIDEX: IUAAX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 1.00 vs. IUAAX (-10.45). RIDEX return over 5 years is better than : 30.79 vs. IUAAX (10.73).
| IUAAX | RIDEX | IUAAX / RIDEX | |
| Total Expense Ratio | 1.14 | 0.62 | 184% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -8.376 | -3.434 | 244% |
| 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 | 3.82 | 75% |
| Returns for 1 year | -10.45 | 1.00 | -1,047% |
| Returns for 3 years | -21.47 | 0.49 | -4,417% |
| Returns for 5 years | 10.73 | 30.79 | 35% |
| Returns for 10 years | -6.15 | 25.04 | -25% |
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