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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
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 R5
Price$27.54
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAAX (462M). RIDFX pays higher dividends than IUAAX: RIDFX (3.82) vs IUAAX (2.97). IUAAX was incepted earlier than RIDFX: IUAAX (24 years) vs RIDFX (23 years). IUAAX (1.24) is less costly to investors than RIDFX (0.31). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RIDFX (92.00). 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 : 11.04 vs. IUAAX (-21.83). RIDFX return over 5 years is better than : 42.50 vs. IUAAX (-14.34).
| IUAAX | RIDFX | IUAAX / RIDFX | |
| Total Expense Ratio | 1.14 | 0.31 | 368% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.427 | 15.203 | -148% |
| 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 | 3.82 | 78% |
| Returns for 1 year | -21.83 | 11.04 | -198% |
| Returns for 3 years | -11.90 | 41.00 | -29% |
| Returns for 5 years | -14.34 | 42.50 | -34% |
| Returns for 10 years | -10.18 | 60.52 | -17% |
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