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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
VY® Invesco Equity and Income A
Price$41.99
Change-$0.82 (-1.92%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$24.19
Change-$0.54 (-2.18%)
VolumeN/A
CapitalizationN/A
IUAAX vs RIDEX Comparison Chart
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IUAAX vs. RIDEX commentary
Dec 19, 2024
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 Sell and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 126B vs. IUAAX (474M). RIDEX pays higher dividends than IUAAX: RIDEX (3.50) vs IUAAX (1.59). IUAAX was incepted earlier than RIDEX: IUAAX (23 years) vs RIDEX (22 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 : 10.69 vs. IUAAX (6.12). RIDEX return over 5 years is better than : 20.11 vs. IUAAX (4.82).
| IUAAX | RIDEX | IUAAX / RIDEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 5.205 | 9.320 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 126B | 0% |
| Annual Yield % from dividends | 1.59 | 3.50 | 45% |
| Returns for 1 year | 6.12 | 10.69 | 57% |
| Returns for 3 years | -12.64 | 6.06 | -208% |
| Returns for 5 years | 4.82 | 20.11 | 24% |
| Returns for 10 years | 5.43 | 32.36 | 17% |
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