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IUASX vs RIDCX
IUASX vs RIDCX Comparison
Open Charts IUASX vs RIDCX
VY® Invesco Equity and Income S
Price$39.26
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
American Funds Income Fund of Amer R3
Price$24.57
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets123.85B
IUASX vs RIDCX Comparison Chart
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IUASX vs. RIDCX commentary
Apr 18, 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 Hold and RIDCX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 124B vs. IUASX (423M). RIDCX pays higher dividends than IUASX: RIDCX (3.55) vs IUASX (3.16). IUASX was incepted earlier than RIDCX: IUASX (23 years) vs RIDCX (23 years). IUASX (0.97) is less costly to investors than RIDCX (0.91). IUASX is a more actively managed with annual turnover of: 144.00 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 : 9.62 vs. IUASX (-4.69). RIDCX return over 5 years is better than : 34.74 vs. IUASX (15.68).
| IUASX | RIDCX | IUASX / RIDCX | |
| Total Expense Ratio | 0.89 | 0.91 | 98% |
| Annual Report Gross Expense Ratio | 0.97 | 0.91 | 107% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.698 | 1.705 | -334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 124B | 0% |
| Annual Yield % from dividends | 3.16 | 3.55 | 89% |
| Returns for 1 year | -4.69 | 9.62 | -49% |
| Returns for 3 years | -17.65 | 5.96 | -296% |
| Returns for 5 years | 15.68 | 34.74 | 45% |
| Returns for 10 years | -0.12 | 29.77 | -0% |
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