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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
VY® Invesco Equity and Income A
Price$43.18
Change-$0.24 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R4
Price$25.67
Change-$0.12 (-0.47%)
VolumeN/A
CapitalizationN/A
IUAAX vs RIDEX Comparison Chart
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IUAAX vs. RIDEX commentary
Nov 18, 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 Buy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 127B vs. IUAAX (483M). 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 : 19.78 vs. IUAAX (13.11). RIDEX return over 5 years is better than : 22.36 vs. IUAAX (7.63).
| 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 | 6.114 | 12.074 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 127B | 0% |
| Annual Yield % from dividends | 1.59 | 3.50 | 45% |
| Returns for 1 year | 13.11 | 19.78 | 66% |
| Returns for 3 years | -13.98 | 4.91 | -284% |
| Returns for 5 years | 7.63 | 22.36 | 34% |
| Returns for 10 years | 7.46 | 35.64 | 21% |
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|---|---|---|---|
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| DDFIX | 20.27 | -0.04 | -0.20% |
| Invesco Diversified Dividend R5 | |||
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| MFS Diversified Income R1 | |||
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| T. Rowe Price International Eq Index | |||
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| Harbor International Core Retirement | |||
| PIEFX | 15.53 | -0.12 | -0.77% |
| Federated Hermes Emerging Markets Eq IS | |||