Ad is loading...
IUASX vs RIDBX
IUASX vs RIDBX Comparison
Open Charts IUASX vs RIDBX
VY® Invesco Equity and Income S
Price$43.39
Change+$0.30 (+0.70%)
VolumeN/A
Net Assets477.54M
American Funds Income Fund of Amer R2
Price$24.87
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets127.65B
IUASX vs RIDBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUASX vs. RIDBX commentary
Jan 31, 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: 128B vs. IUASX (478M). RIDBX pays higher dividends than IUASX: RIDBX (2.85) vs IUASX (1.79). IUASX was incepted earlier than RIDBX: IUASX (23 years) vs RIDBX (23 years). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDBX (40.00). 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 : 11.92 vs. IUASX (7.63). RIDBX return over 5 years is better than : 20.40 vs. IUASX (10.48).
| IUASX | RIDBX | IUASX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.607 | 3.496 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 128B | 0% |
| Annual Yield % from dividends | 1.79 | 2.85 | 63% |
| Returns for 1 year | 7.63 | 11.92 | 64% |
| Returns for 3 years | -11.08 | 5.99 | -185% |
| Returns for 5 years | 10.48 | 20.40 | 51% |
| Returns for 10 years | 13.82 | 31.54 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FESOX | 23.76 | 0.30 | +1.28% |
| First Eagle Overseas C | |||
| NGJAX | 18.39 | 0.22 | +1.21% |
| Nuveen Global Real Estate Securities A | |||
| EPSPX | 22.92 | 0.23 | +1.01% |
| NYLI Epoch Global Equity Yield Class A | |||
| TWQCX | 14.93 | N/A | N/A |
| Transamerica Large Cap Value C | |||
| CIISX | 13.56 | N/A | N/A |
| Causeway International Small Cap Instl | |||