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IUAIX vs RIDCX
IUAIX vs RIDCX Comparison
Open Charts IUAIX vs RIDCX
VY® Invesco Equity and Income I
Price$31.99
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets454.47M
American Funds Income Fund of Amer R3
Price$26.70
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
IUAIX vs RIDCX Comparison Chart in %
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IUAIX vs. RIDCX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 135B vs. IUAIX (454M). RIDCX pays higher dividends than IUAIX: RIDCX (3.39) vs IUAIX (3.07). 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 : 12.89 vs. IUAIX (-19.64). RIDCX return over 5 years is better than : 36.09 vs. IUAIX (-11.16).
| 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 | -23.902 | 11.154 | -214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 135B | 0% |
| Annual Yield % from dividends | 3.07 | 3.39 | 91% |
| Returns for 1 year | -19.64 | 12.89 | -152% |
| Returns for 3 years | -17.43 | 22.71 | -77% |
| Returns for 5 years | -11.16 | 36.09 | -31% |
| Returns for 10 years | -10.22 | 47.14 | -22% |
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