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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
VY® Invesco Equity and Income A
Price$41.99
Change-$0.82 (-1.92%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R5
Price$24.25
Change-$0.53 (-2.14%)
VolumeN/A
CapitalizationN/A
IUAAX vs RIDFX Comparison Chart
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IUAAX vs. RIDFX commentary
Dec 19, 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 Sell and RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 126B vs. IUAAX (474M). 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 : 10.92 vs. IUAAX (6.12). RIDFX return over 5 years is better than : 21.29 vs. IUAAX (4.82).
| 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 | 5.205 | 9.550 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 126B | 0% |
| Annual Yield % from dividends | 1.59 | 3.78 | 42% |
| Returns for 1 year | 6.12 | 10.92 | 56% |
| Returns for 3 years | -12.64 | 6.69 | -189% |
| Returns for 5 years | 4.82 | 21.29 | 23% |
| Returns for 10 years | 5.43 | 34.19 | 16% |
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