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IUAIX vs RIDAX
IUAIX vs RIDAX Comparison
Open Charts IUAIX vs RIDAX
VY® Invesco Equity and Income I
Price$32.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R1
Price$27.27
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets137.85B
IUAIX vs RIDAX Comparison Chart in %
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IUAIX vs. RIDAX 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 IUAIX is a Buy and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 138B vs. IUAIX (460M). IUAIX pays higher dividends than RIDAX: IUAIX (3.35) vs RIDAX (2.90). IUAIX was incepted earlier than RIDAX: IUAIX (24 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than IUAIX (0.74). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RIDAX (92.00). 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 : 10.34 vs. IUAIX (-20.94). RIDAX return over 5 years is better than : 37.19 vs. IUAIX (-10.28).
| IUAIX | RIDAX | IUAIX / RIDAX | |
| Total Expense Ratio | 0.64 | 1.36 | 47% |
| Annual Report Gross Expense Ratio | 0.74 | 1.36 | 54% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.190 | 14.054 | -158% |
| 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 | 3.35 | 2.90 | 115% |
| Returns for 1 year | -20.94 | 10.34 | -202% |
| Returns for 3 years | -13.71 | 29.89 | -46% |
| Returns for 5 years | -10.28 | 37.19 | -28% |
| Returns for 10 years | -2.85 | 55.72 | -5% |
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