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IUASX vs RIDBX
IUASX vs RIDBX Comparison
Open Charts IUASX vs RIDBX
VY® Invesco Equity and Income S
Price$31.99
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets460.15M
American Funds Income Fund of Amer R2
Price$26.75
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets136.58B
IUASX vs RIDBX Comparison Chart in %
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IUASX vs. RIDBX commentary
Aug 28, 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 RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 137B vs. IUASX (460M). RIDBX (3.02) and IUASX (3.00) have matching dividends . IUASX was incepted earlier than RIDBX: IUASX (24 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than IUASX (0.99). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDBX (92.00). IUASX has a lower initial minimum investment than RIDBX: IUASX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 9.53 vs. IUASX (-21.60). RIDBX return over 5 years is better than : 33.45 vs. IUASX (-12.82).
| IUASX | RIDBX | IUASX / RIDBX | |
| Total Expense Ratio | 0.89 | 1.36 | 65% |
| Annual Report Gross Expense Ratio | 0.99 | 1.36 | 73% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.949 | 12.387 | -185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 137B | 0% |
| Annual Yield % from dividends | 3.00 | 3.02 | 99% |
| Returns for 1 year | -21.60 | 9.53 | -227% |
| Returns for 3 years | -17.01 | 23.65 | -72% |
| Returns for 5 years | -12.82 | 33.45 | -38% |
| Returns for 10 years | -7.90 | 50.88 | -16% |
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