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IUAIX vs RIDAX
IUAIX vs RIDAX Comparison
Open Charts IUAIX vs RIDAX
VY® Invesco Equity and Income I
Price$43.80
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets478.25M
American Funds Income Fund of Amer R1
Price$24.99
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
IUAIX vs RIDAX Comparison Chart
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IUAIX vs. RIDAX commentary
Jan 24, 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 Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 127B vs. IUAIX (478M). 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 : 11.63 vs. IUAIX (8.33). RIDAX return over 5 years is better than : 17.68 vs. IUAIX (9.86).
| 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 | 3.562 | 2.599 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 127B | 0% |
| Annual Yield % from dividends | 2.00 | 2.82 | 71% |
| Returns for 1 year | 8.33 | 11.63 | 72% |
| Returns for 3 years | -9.10 | 6.07 | -150% |
| Returns for 5 years | 9.86 | 17.68 | 56% |
| Returns for 10 years | 15.89 | 29.28 | 54% |
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