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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
VY® Invesco Equity and Income A
Price$39.39
Change+$1.87 (+4.98%)
VolumeN/A
Net Assets412.26M
American Funds Income Fund of Amer R5
Price$24.32
Change+$0.90 (+3.84%)
VolumeN/A
Net Assets118.26B
IUAAX vs RIDFX Comparison Chart
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IUAAX vs. RIDFX commentary
Apr 11, 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: 118B vs. IUAAX (412M). RIDFX pays higher dividends than IUAAX: RIDFX (4.12) vs IUAAX (2.87). IUAAX was incepted earlier than RIDFX: IUAAX (23 years) vs RIDFX (23 years). IUAAX (1.22) is less costly to investors than RIDFX (0.31). IUAAX is a more actively managed with annual turnover of: 144.00 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 : 1.31 vs. IUAAX (-10.45). RIDFX return over 5 years is better than : 32.24 vs. IUAAX (10.73).
| IUAAX | RIDFX | IUAAX / RIDFX | |
| Total Expense Ratio | 1.14 | 0.31 | 368% |
| Annual Report Gross Expense Ratio | 1.22 | 0.31 | 394% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -8.376 | -3.392 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 118B | 0% |
| Annual Yield % from dividends | 2.87 | 4.12 | 70% |
| Returns for 1 year | -10.45 | 1.31 | -798% |
| Returns for 3 years | -21.47 | 1.23 | -1,749% |
| Returns for 5 years | 10.73 | 32.24 | 33% |
| Returns for 10 years | -6.15 | 26.93 | -23% |
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