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IUASX vs RIDAX
IUASX vs RIDAX Comparison
Open Charts IUASX vs RIDAX
VY® Invesco Equity and Income S
Price$39.26
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
American Funds Income Fund of Amer R1
Price$24.50
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets123.85B
IUASX vs RIDAX Comparison Chart
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IUASX vs. RIDAX commentary
Apr 18, 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 IUASX is a Hold and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 124B vs. IUASX (423M). IUASX (3.16) and RIDAX (3.12) have matching dividends . IUASX was incepted earlier than RIDAX: IUASX (23 years) vs RIDAX (23 years). RIDAX (1.36) is less costly to investors than IUASX (0.97). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDAX (92.00). IUASX has a lower initial minimum investment than RIDAX: IUASX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 9.11 vs. IUASX (-4.69). RIDAX return over 5 years is better than : 32.48 vs. IUASX (15.68).
| IUASX | RIDAX | IUASX / RIDAX | |
| Total Expense Ratio | 0.89 | 1.36 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.36 | 71% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.698 | 1.557 | -366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 124B | 0% |
| Annual Yield % from dividends | 3.16 | 3.12 | 101% |
| Returns for 1 year | -4.69 | 9.11 | -51% |
| Returns for 3 years | -17.65 | 4.79 | -368% |
| Returns for 5 years | 15.68 | 32.48 | 48% |
| Returns for 10 years | -0.12 | 26.94 | -0% |
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