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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$45.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R5
Price$25.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IUAIX vs RIDFX Comparison Chart
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IUAIX vs. RIDFX commentary
Nov 22, 2024
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: 128B vs. IUAIX (483M). RIDFX pays higher dividends than IUAIX: RIDFX (3.78) vs IUAIX (2.00). IUAIX was incepted earlier than RIDFX: IUAIX (23 years) vs RIDFX (23 years). IUAIX is a more actively managed with annual turnover of: 144.00 vs. RIDFX (40.00). 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 : 20.19 vs. IUAIX (13.99). RIDFX return over 5 years is better than : 24.89 vs. IUAIX (12.79).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.908 | 13.441 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 128B | 0% |
| Annual Yield % from dividends | 2.00 | 3.78 | 53% |
| Returns for 1 year | 13.99 | 20.19 | 69% |
| Returns for 3 years | -10.25 | 7.25 | -141% |
| Returns for 5 years | 12.79 | 24.89 | 51% |
| Returns for 10 years | 14.93 | 38.39 | 39% |