Ad is loading...
IUAIX vs RIDCX
IUAIX vs RIDCX Comparison
Open Charts IUAIX vs RIDCX
VY® Invesco Equity and Income I
Price$43.35
Change-$0.51 (-1.16%)
VolumeN/A
Net Assets471.48M
American Funds Income Fund of Amer R3
Price$25.51
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
IUAIX vs RIDCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RIDCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 130B vs. IUAIX (471M). RIDCX pays higher dividends than IUAIX: RIDCX (3.23) vs IUAIX (2.00). IUAIX was incepted earlier than RIDCX: IUAIX (23 years) vs RIDCX (23 years). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDCX (40.00). 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 : 12.85 vs. IUAIX (4.92). RIDCX return over 5 years is better than : 22.09 vs. IUAIX (9.18).
| IUAIX | RIDCX | IUAIX / RIDCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.945 | 4.979 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 130B | 0% |
| Annual Yield % from dividends | 2.00 | 3.23 | 62% |
| Returns for 1 year | 4.92 | 12.85 | 38% |
| Returns for 3 years | -9.99 | 10.39 | -96% |
| Returns for 5 years | 9.18 | 22.09 | 42% |
| Returns for 10 years | 12.75 | 32.74 | 39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers