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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
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 R5
Price$25.29
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets127.65B
IUAAX vs RIDFX Comparison Chart
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IUAAX vs. RIDFX 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 128B vs. IUAAX (478M). RIDFX pays higher dividends than IUAAX: RIDFX (3.78) vs IUAAX (1.59). IUAAX was incepted earlier than RIDFX: IUAAX (23 years) vs RIDFX (23 years). IUAAX is a more actively managed with annual turnover of: 144.00 vs. RIDFX (40.00). IUAAX has a lower initial minimum investment than RIDFX: IUAAX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 13.11 vs. IUAAX (7.25). RIDFX return over 5 years is better than : 25.08 vs. IUAAX (8.60).
| IUAAX | RIDFX | IUAAX / RIDFX | |
| 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 | 3.563 | 101% |
| 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 | 3.78 | 42% |
| Returns for 1 year | 7.25 | 13.11 | 55% |
| Returns for 3 years | -12.11 | 8.61 | -141% |
| Returns for 5 years | 8.60 | 25.08 | 34% |
| Returns for 10 years | 10.18 | 38.49 | 26% |
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