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IUAIX vs RIDCX
IUAIX vs RIDCX Comparison
Open Charts IUAIX vs RIDCX
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 R3
Price$24.88
Change-$0.51 (-2.01%)
VolumeN/A
Net Assets128.96B
IUAIX vs RIDCX Comparison Chart
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IUAIX vs. RIDCX 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 RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 129B vs. IUAIX (453M). RIDCX pays higher dividends than IUAIX: RIDCX (3.55) vs IUAIX (3.24). IUAIX was incepted earlier than RIDCX: IUAIX (23 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than IUAIX (0.72). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDCX (92.00). IUAIX has a lower initial minimum investment than RIDCX: IUAIX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 7.58 vs. IUAIX (-1.20). RIDCX return over 5 years is better than : 48.02 vs. IUAIX (38.67).
| IUAIX | RIDCX | IUAIX / RIDCX | |
| Total Expense Ratio | 0.64 | 0.91 | 70% |
| Annual Report Gross Expense Ratio | 0.72 | 0.91 | 79% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.570 | 2.988 | 19% |
| 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 | 3.55 | 91% |
| Returns for 1 year | -1.20 | 7.58 | -16% |
| Returns for 3 years | -12.79 | 6.58 | -194% |
| Returns for 5 years | 38.67 | 48.02 | 81% |
| Returns for 10 years | 10.97 | 32.50 | 34% |