Interact to see
Advertisement
Advertisement
IUAIX vs RIDCX
IUAIX vs RIDCX Comparison
Open Charts IUAIX vs RIDCX
VY® Invesco Equity and Income I
Price$32.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R3
Price$27.33
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets137.85B
IUAIX vs RIDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RIDCX commentary
Sep 17, 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 RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 138B vs. IUAIX (460M). IUAIX (3.35) and RIDCX (3.30) have matching dividends . IUAIX was incepted earlier than RIDCX: IUAIX (24 years) vs RIDCX (23 years). RIDCX (0.91) is less costly to investors than IUAIX (0.74). IUAIX is a more actively managed with annual turnover of: 125.00 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 : 10.79 vs. IUAIX (-20.94). RIDCX return over 5 years is better than : 39.68 vs. IUAIX (-10.28).
| IUAIX | RIDCX | IUAIX / RIDCX | |
| Total Expense Ratio | 0.64 | 0.91 | 70% |
| Annual Report Gross Expense Ratio | 0.74 | 0.91 | 81% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.190 | 14.386 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 138B | 0% |
| Annual Yield % from dividends | 3.35 | 3.30 | 101% |
| Returns for 1 year | -20.94 | 10.79 | -194% |
| Returns for 3 years | -13.71 | 31.48 | -44% |
| Returns for 5 years | -10.28 | 39.68 | -26% |
| Returns for 10 years | -2.85 | 59.44 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement