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IUASX vs RIDAX
IUASX vs RIDAX Comparison
Open Charts IUASX vs RIDAX
VY® Invesco Equity and Income S
Price$42.72
Change+$0.23 (+0.54%)
VolumeN/A
Net Assets474.64M
American Funds Income Fund of Amer R1
Price$24.70
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126.58B
IUASX vs RIDAX Comparison Chart
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IUASX vs. RIDAX commentary
Jan 19, 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 Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 127B vs. IUASX (475M). RIDAX pays higher dividends than IUASX: RIDAX (2.82) vs IUASX (1.79). IUASX was incepted earlier than RIDAX: IUASX (23 years) vs RIDAX (23 years). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDAX (40.00). 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 : 11.40 vs. IUASX (8.30). RIDAX return over 5 years is better than : 15.97 vs. IUASX (5.83).
| IUASX | RIDAX | IUASX / RIDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.717 | 1.898 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 127B | 0% |
| Annual Yield % from dividends | 1.79 | 2.82 | 63% |
| Returns for 1 year | 8.30 | 11.40 | 73% |
| Returns for 3 years | -13.03 | 3.48 | -374% |
| Returns for 5 years | 5.83 | 15.97 | 37% |
| Returns for 10 years | 12.92 | 29.35 | 44% |
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