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IUAIX vs RIDAX
IUAIX vs RIDAX Comparison
Open Charts IUAIX vs RIDAX
VY® Invesco Equity and Income I
Price$43.35
Change-$0.51 (-1.16%)
VolumeN/A
Net Assets471.48M
American Funds Income Fund of Amer R1
Price$25.43
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
IUAIX vs RIDAX Comparison Chart
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IUAIX vs. RIDAX commentary
Feb 23, 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 IUAIX is a Hold and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 130B vs. IUAIX (471M). RIDAX pays higher dividends than IUAIX: RIDAX (2.82) vs IUAIX (2.00). IUAIX was incepted earlier than RIDAX: IUAIX (23 years) vs RIDAX (23 years). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDAX (40.00). IUAIX has a lower initial minimum investment than RIDAX: IUAIX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 12.34 vs. IUAIX (4.92). RIDAX return over 5 years is better than : 20.22 vs. IUAIX (9.18).
| IUAIX | RIDAX | IUAIX / RIDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.945 | 4.909 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 130B | 0% |
| Annual Yield % from dividends | 2.00 | 2.82 | 71% |
| Returns for 1 year | 4.92 | 12.34 | 40% |
| Returns for 3 years | -9.99 | 9.28 | -108% |
| Returns for 5 years | 9.18 | 20.22 | 45% |
| Returns for 10 years | 12.75 | 29.98 | 43% |
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