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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
VY® Invesco Equity and Income A
Price$31.32
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R5
Price$27.46
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets137.85B
IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX commentary
Sep 17, 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: 138B vs. IUAAX (460M). RIDFX pays higher dividends than IUAAX: RIDFX (3.84) vs IUAAX (2.99). 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 : 11.45 vs. IUAAX (-22.30). RIDFX return over 5 years is better than : 43.17 vs. IUAAX (-14.21).
| 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 | -23.406 | 14.869 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 138B | 0% |
| Annual Yield % from dividends | 2.99 | 3.84 | 78% |
| Returns for 1 year | -22.30 | 11.45 | -195% |
| Returns for 3 years | -16.31 | 33.76 | -48% |
| Returns for 5 years | -14.21 | 43.17 | -33% |
| Returns for 10 years | -9.79 | 64.60 | -15% |
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