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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$32.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R5
Price$27.46
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets137.85B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 138B vs. IUAIX (460M). RIDFX pays higher dividends than IUAIX: RIDFX (3.84) vs IUAIX (3.35). 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 : 11.45 vs. IUAIX (-20.94). RIDFX return over 5 years is better than : 43.17 vs. IUAIX (-10.28).
| 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 | -22.190 | 14.869 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 138B | 0% |
| Annual Yield % from dividends | 3.35 | 3.84 | 87% |
| Returns for 1 year | -20.94 | 11.45 | -183% |
| Returns for 3 years | -13.71 | 33.76 | -41% |
| Returns for 5 years | -10.28 | 43.17 | -24% |
| Returns for 10 years | -2.85 | 64.60 | -4% |
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