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IUAIX vs RIDBX
IUAIX vs RIDBX Comparison
Open Charts IUAIX vs RIDBX
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 R2
Price$24.61
Change-$0.50 (-1.99%)
VolumeN/A
Net Assets128.96B
IUAIX vs RIDBX Comparison Chart
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IUAIX vs. RIDBX 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 RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 129B vs. IUAIX (453M). IUAIX (3.24) and RIDBX (3.16) have matching dividends . IUAIX was incepted earlier than RIDBX: IUAIX (23 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than IUAIX (0.72). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDBX (92.00). 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 : 7.11 vs. IUAIX (-1.20). RIDBX return over 5 years is better than : 45.41 vs. IUAIX (38.67).
| IUAIX | RIDBX | IUAIX / RIDBX | |
| 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 | 2.910 | 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 | 3.16 | 102% |
| Returns for 1 year | -1.20 | 7.11 | -17% |
| Returns for 3 years | -12.79 | 5.40 | -237% |
| Returns for 5 years | 38.67 | 45.41 | 85% |
| Returns for 10 years | 10.97 | 29.36 | 37% |
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