Interact to see
Advertisement
Advertisement
IUASX vs RIDBX
IUASX vs RIDBX Comparison
Open Charts IUASX vs RIDBX
VY® Invesco Equity and Income S
Price$32.38
Change-$0.12 (-0.37%)
VolumeN/A
Net Assets461.61M
American Funds Income Fund of Amer R2
Price$27.09
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUASX vs RIDBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUASX vs. RIDBX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. IUASX (462M). IUASX pays higher dividends than RIDBX: IUASX (3.25) vs RIDBX (2.90). 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 : 9.86 vs. IUASX (-21.08). RIDBX return over 5 years is better than : 36.40 vs. IUASX (-12.28).
| 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 | -21.721 | 14.310 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 139B | 0% |
| Annual Yield % from dividends | 3.25 | 2.90 | 112% |
| Returns for 1 year | -21.08 | 9.86 | -214% |
| Returns for 3 years | -10.41 | 36.81 | -28% |
| Returns for 5 years | -12.28 | 36.40 | -34% |
| Returns for 10 years | -6.63 | 51.38 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement