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IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
Open Charts IUAIX vs RIDEX
VY® Invesco Equity and Income I
Price$33.14
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets461.68M
American Funds Income Fund of Amer R4
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUAIX vs RIDEX Comparison Chart in %
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IUAIX vs. RIDEX commentary
Oct 08, 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. IUAIX (462M). RIDEX pays higher dividends than IUAIX: RIDEX (3.52) vs IUAIX (3.32). IUAIX was incepted earlier than RIDEX: IUAIX (24 years) vs RIDEX (23 years). IUAIX (0.74) is less costly to investors than RIDEX (0.62). IUAIX is a more actively managed with annual turnover of: 125.00 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 : 10.71 vs. IUAIX (-20.92). RIDEX return over 5 years is better than : 40.72 vs. IUAIX (-9.51).
| IUAIX | RIDEX | IUAIX / RIDEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.74 | 0.62 | 119% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -21.190 | 14.958 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 139B | 0% |
| Annual Yield % from dividends | 3.32 | 3.52 | 94% |
| Returns for 1 year | -20.92 | 10.71 | -195% |
| Returns for 3 years | -9.18 | 39.76 | -23% |
| Returns for 5 years | -9.51 | 40.72 | -23% |
| Returns for 10 years | -3.30 | 57.91 | -6% |
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