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IUAIX vs RIDAX
IUAIX vs RIDAX Comparison
Open Charts IUAIX vs RIDAX
VY® Invesco Equity and Income I
Price$31.99
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets454.47M
American Funds Income Fund of Amer R1
Price$26.62
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
IUAIX vs RIDAX Comparison Chart in %
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IUAIX vs. RIDAX commentary
Aug 10, 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: 135B vs. IUAIX (454M). IUAIX (3.07) and RIDAX (2.98) have matching dividends . 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 : 12.43 vs. IUAIX (-19.64). RIDAX return over 5 years is better than : 33.78 vs. IUAIX (-11.16).
| 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 | -23.902 | 10.860 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 135B | 0% |
| Annual Yield % from dividends | 3.07 | 2.98 | 103% |
| Returns for 1 year | -19.64 | 12.43 | -158% |
| Returns for 3 years | -17.43 | 21.27 | -82% |
| Returns for 5 years | -11.16 | 33.78 | -33% |
| Returns for 10 years | -10.22 | 43.86 | -23% |