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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$43.80
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets478.25M
American Funds Income Fund of Amer R5
Price$25.19
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets127.43B
IUAIX vs RIDFX Comparison Chart
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IUAIX vs. RIDFX commentary
Jan 24, 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: 127B vs. IUAIX (478M). 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 : 12.80 vs. IUAIX (8.33). RIDFX return over 5 years is better than : 22.03 vs. IUAIX (9.86).
| 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 | 3.562 | 2.662 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 127B | 0% |
| Annual Yield % from dividends | 2.00 | 3.78 | 53% |
| Returns for 1 year | 8.33 | 12.80 | 65% |
| Returns for 3 years | -9.10 | 8.60 | -106% |
| Returns for 5 years | 9.86 | 22.03 | 45% |
| Returns for 10 years | 15.89 | 35.83 | 44% |
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