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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
VY® Invesco Equity and Income A
Price$31.60
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets461.61M
American Funds Income Fund of Amer R4
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUAAX vs RIDEX Comparison Chart in %
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IUAAX vs. RIDEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. IUAAX (462M). RIDEX pays higher dividends than IUAAX: RIDEX (3.52) vs IUAAX (2.97). IUAAX was incepted earlier than RIDEX: IUAAX (24 years) vs RIDEX (23 years). IUAAX (1.24) is less costly to investors than RIDEX (0.62). IUAAX is a more actively managed with annual turnover of: 125.00 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 : 10.71 vs. IUAAX (-21.83). RIDEX return over 5 years is better than : 40.72 vs. IUAAX (-14.34).
| IUAAX | RIDEX | IUAAX / RIDEX | |
| Total Expense Ratio | 1.14 | 0.62 | 184% |
| Annual Report Gross Expense Ratio | 1.24 | 0.62 | 200% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.427 | 14.958 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 139B | 0% |
| Annual Yield % from dividends | 2.97 | 3.52 | 84% |
| Returns for 1 year | -21.83 | 10.71 | -204% |
| Returns for 3 years | -11.90 | 39.76 | -30% |
| Returns for 5 years | -14.34 | 40.72 | -35% |
| Returns for 10 years | -10.18 | 57.91 | -18% |
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