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IUASX vs RIDCX
IUASX vs RIDCX Comparison
Open Charts IUASX vs RIDCX
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 R3
Price$27.40
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUASX vs RIDCX Comparison Chart in %
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IUASX vs. RIDCX 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 RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. IUASX (462M). RIDCX (3.27) and IUASX (3.25) have matching dividends . IUASX was incepted earlier than RIDCX: IUASX (24 years) vs RIDCX (23 years). IUASX (0.99) is less costly to investors than RIDCX (0.91). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDCX (92.00). IUASX has a lower initial minimum investment than RIDCX: IUASX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 10.39 vs. IUASX (-21.08). RIDCX return over 5 years is better than : 39.03 vs. IUASX (-12.28).
| IUASX | RIDCX | IUASX / RIDCX | |
| Total Expense Ratio | 0.89 | 0.91 | 98% |
| Annual Report Gross Expense Ratio | 0.99 | 0.91 | 109% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -21.721 | 14.679 | -148% |
| 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 | 3.27 | 99% |
| Returns for 1 year | -21.08 | 10.39 | -203% |
| Returns for 3 years | -10.41 | 38.58 | -27% |
| Returns for 5 years | -12.28 | 39.03 | -31% |
| Returns for 10 years | -6.63 | 55.42 | -12% |
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