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IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
Open Charts IUAIX vs RIDEX
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 R4
Price$24.95
Change-$0.51 (-2.00%)
VolumeN/A
Net Assets128.96B
IUAIX vs RIDEX Comparison Chart
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IUAIX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 129B vs. IUAIX (453M). RIDEX pays higher dividends than IUAIX: RIDEX (3.82) vs IUAIX (3.24). IUAIX was incepted earlier than RIDEX: IUAIX (23 years) vs RIDEX (23 years). IUAIX (0.72) is less costly to investors than RIDEX (0.62). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDEX (92.00). IUAIX has a lower initial minimum investment than RIDEX: IUAIX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 7.92 vs. IUAIX (-1.20). RIDEX return over 5 years is better than : 49.68 vs. IUAIX (38.67).
| IUAIX | RIDEX | IUAIX / RIDEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.72 | 0.62 | 116% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.570 | 3.095 | 18% |
| 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 | 3.82 | 85% |
| Returns for 1 year | -1.20 | 7.92 | -15% |
| Returns for 3 years | -12.79 | 7.41 | -173% |
| Returns for 5 years | 38.67 | 49.68 | 78% |
| Returns for 10 years | 10.97 | 34.48 | 32% |