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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$40.80
Change-$1.55 (-3.66%)
VolumeN/A
Net Assets453.5M
American Funds Income Fund of Amer R5
Price$25.00
Change-$0.52 (-2.04%)
VolumeN/A
Net Assets128.96B
IUAIX vs RIDFX Comparison Chart
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IUAIX vs. RIDFX commentary
Apr 04, 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: 129B vs. IUAIX (453M). RIDFX pays higher dividends than IUAIX: RIDFX (4.12) vs IUAIX (3.24). IUAIX was incepted earlier than RIDFX: IUAIX (23 years) vs RIDFX (23 years). IUAIX (0.72) is less costly to investors than RIDFX (0.31). IUAIX is a more actively managed with annual turnover of: 144.00 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 : 8.23 vs. IUAIX (-1.20). RIDFX return over 5 years is better than : 51.38 vs. IUAIX (38.67).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.570 | 3.125 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 129B | 0% |
| Annual Yield % from dividends | 3.24 | 4.12 | 79% |
| Returns for 1 year | -1.20 | 8.23 | -15% |
| Returns for 3 years | -12.79 | 8.18 | -156% |
| Returns for 5 years | 38.67 | 51.38 | 75% |
| Returns for 10 years | 10.97 | 36.49 | 30% |
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