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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$31.99
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets454.47M
American Funds Income Fund of Amer R5
Price$26.85
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX commentary
Aug 10, 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: 135B vs. IUAIX (454M). RIDFX pays higher dividends than IUAIX: RIDFX (3.94) vs IUAIX (3.07). 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 : 13.62 vs. IUAIX (-19.64). RIDFX return over 5 years is better than : 39.39 vs. IUAIX (-11.16).
| 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 | -23.902 | 11.548 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 135B | 0% |
| Annual Yield % from dividends | 3.07 | 3.94 | 78% |
| Returns for 1 year | -19.64 | 13.62 | -144% |
| Returns for 3 years | -17.43 | 24.71 | -71% |
| Returns for 5 years | -11.16 | 39.39 | -28% |
| Returns for 10 years | -10.22 | 51.72 | -20% |
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