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IUAIX vs RIDBX
IUAIX vs RIDBX Comparison
Open Charts IUAIX vs RIDBX
VY® Invesco Equity and Income I
Price$43.65
Change+$0.08 (+0.18%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$24.07
Change+$0.09 (+0.38%)
VolumeN/A
CapitalizationN/A
IUAIX vs RIDBX Comparison Chart
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IUAIX vs. RIDBX commentary
Dec 24, 2024
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 RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 124B vs. IUAIX (466M). RIDBX pays higher dividends than IUAIX: RIDBX (2.85) vs IUAIX (2.00). IUAIX was incepted earlier than RIDBX: IUAIX (23 years) vs RIDBX (23 years). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDBX (40.00). IUAIX has a lower initial minimum investment than RIDBX: IUAIX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 8.32 vs. IUAIX (5.06). RIDBX return over 5 years is better than : 15.72 vs. IUAIX (6.50).
| IUAIX | RIDBX | IUAIX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.671 | 7.713 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 124B | 0% |
| Annual Yield % from dividends | 2.00 | 2.85 | 70% |
| Returns for 1 year | 5.06 | 8.32 | 61% |
| Returns for 3 years | -13.06 | 2.37 | -550% |
| Returns for 5 years | 6.50 | 15.72 | 41% |
| Returns for 10 years | 10.50 | 26.01 | 40% |
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