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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
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 R5
Price$27.58
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets139.35B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAIX (462M). RIDFX pays higher dividends than IUAIX: RIDFX (3.82) vs IUAIX (3.32). IUAIX was incepted earlier than RIDFX: IUAIX (24 years) vs RIDFX (23 years). IUAIX (0.74) is less costly to investors than RIDFX (0.31). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RIDFX (92.00). IUAIX has a lower initial minimum investment than RIDFX: IUAIX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 10.90 vs. IUAIX (-20.92). RIDFX return over 5 years is better than : 43.87 vs. IUAIX (-9.51).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.74 | 0.31 | 239% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -21.190 | 15.371 | -138% |
| 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 | 3.82 | 87% |
| Returns for 1 year | -20.92 | 10.90 | -192% |
| Returns for 3 years | -9.18 | 41.21 | -22% |
| Returns for 5 years | -9.51 | 43.87 | -22% |
| Returns for 10 years | -3.30 | 60.76 | -5% |
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