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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$32.81
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets449.51M
American Funds Income Fund of Amer R5
Price$27.37
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets137.8B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX commentary
Nov 20, 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 Hold and RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 138B vs. IUAIX (450M). RIDFX pays higher dividends than IUAIX: RIDFX (3.84) vs IUAIX (3.31). IUAIX was incepted earlier than RIDFX: IUAIX (24 years) vs RIDFX (24 years). IUAIX (0.74) is less costly to investors than RIDFX (0.30). 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 : 10.18 vs. IUAIX (-23.99). RIDFX return over 5 years is better than : 37.15 vs. IUAIX (-17.51).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.30 | 213% |
| Annual Report Gross Expense Ratio | 0.74 | 0.30 | 247% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -21.952 | 14.492 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 138B | 0% |
| Annual Yield % from dividends | 3.31 | 3.84 | 86% |
| Returns for 1 year | -23.99 | 10.18 | -236% |
| Returns for 3 years | -16.38 | 29.36 | -56% |
| Returns for 5 years | -17.51 | 37.15 | -47% |
| Returns for 10 years | -6.28 | 56.72 | -11% |
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