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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
VY® Invesco Equity and Income A
Price$42.71
Change+$0.29 (+0.68%)
VolumeN/A
Net Assets477.54M
American Funds Income Fund of Amer R4
Price$25.22
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets127.65B
IUAAX vs RIDEX Comparison Chart
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IUAAX vs. RIDEX commentary
Jan 31, 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: 128B vs. IUAAX (478M). RIDEX pays higher dividends than IUAAX: RIDEX (3.50) vs IUAAX (1.59). IUAAX was incepted earlier than RIDEX: IUAAX (23 years) vs RIDEX (23 years). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDEX (40.00). 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 : 12.75 vs. IUAAX (7.25). RIDEX return over 5 years is better than : 23.72 vs. IUAAX (8.60).
| IUAAX | RIDEX | IUAAX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.590 | 3.530 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 128B | 0% |
| Annual Yield % from dividends | 1.59 | 3.50 | 45% |
| Returns for 1 year | 7.25 | 12.75 | 57% |
| Returns for 3 years | -12.11 | 7.81 | -155% |
| Returns for 5 years | 8.60 | 23.72 | 36% |
| Returns for 10 years | 10.18 | 36.50 | 28% |
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