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IUAIX vs RIDAX
IUAIX vs RIDAX Comparison
Open Charts IUAIX vs RIDAX
VY® Invesco Equity and Income I
Price$40.80
Change-$1.55 (-3.66%)
VolumeN/A
Net Assets453.5M
American Funds Income Fund of Amer R1
Price$24.82
Change-$0.51 (-2.01%)
VolumeN/A
Net Assets128.96B
IUAIX vs RIDAX Comparison Chart
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IUAIX vs. RIDAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 129B vs. IUAIX (453M). IUAIX (3.24) and RIDAX (3.12) have matching dividends . IUAIX was incepted earlier than RIDAX: IUAIX (23 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than IUAIX (0.72). IUAIX is a more actively managed with annual turnover of: 144.00 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 : 7.12 vs. IUAIX (-1.20). RIDAX return over 5 years is better than : 45.62 vs. IUAIX (38.67).
| IUAIX | RIDAX | IUAIX / RIDAX | |
| Total Expense Ratio | 0.64 | 1.36 | 47% |
| Annual Report Gross Expense Ratio | 0.72 | 1.36 | 53% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.570 | 2.884 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 129B | 0% |
| Annual Yield % from dividends | 3.24 | 3.12 | 104% |
| Returns for 1 year | -1.20 | 7.12 | -17% |
| Returns for 3 years | -12.79 | 5.45 | -235% |
| Returns for 5 years | 38.67 | 45.62 | 85% |
| Returns for 10 years | 10.97 | 29.72 | 37% |