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IUAAX vs RIDEX
IUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEX
VY® Invesco Equity and Income A
Price$32.06
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets453.07M
American Funds Income Fund of Amer R4
Price$27.78
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets138.98B
IUAAX vs RIDEX Comparison Chart in %
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IUAAX vs. RIDEX commentary
Nov 27, 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 (453M). RIDEX pays higher dividends than IUAAX: RIDEX (3.54) vs IUAAX (2.96). IUAAX was incepted earlier than RIDEX: IUAAX (24 years) vs RIDEX (23 years). IUAAX (1.24) is less costly to investors than RIDEX (0.61). 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 : 10.54 vs. IUAAX (-25.36). RIDEX return over 5 years is better than : 36.40 vs. IUAAX (-21.49).
| IUAAX | RIDEX | IUAAX / RIDEX | |
| Total Expense Ratio | 1.14 | 0.61 | 187% |
| Annual Report Gross Expense Ratio | 1.24 | 0.61 | 203% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -21.889 | 16.213 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 139B | 0% |
| Annual Yield % from dividends | 2.96 | 3.54 | 84% |
| Returns for 1 year | -25.36 | 10.54 | -241% |
| Returns for 3 years | -18.56 | 28.33 | -66% |
| Returns for 5 years | -21.49 | 36.40 | -59% |
| Returns for 10 years | -11.48 | 56.75 | -20% |
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