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IUASX vs RIDEX
IUASX vs RIDEX Comparison
Open Charts IUASX vs RIDEX
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 R4
Price$27.48
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.11B
IUASX vs RIDEX Comparison Chart in %
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IUASX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. IUASX (462M). RIDEX pays higher dividends than IUASX: RIDEX (3.52) vs IUASX (3.25). IUASX was incepted earlier than RIDEX: IUASX (24 years) vs RIDEX (23 years). IUASX (0.99) is less costly to investors than RIDEX (0.62). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDEX (92.00). IUASX has a lower initial minimum investment than RIDEX: IUASX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 10.71 vs. IUASX (-21.08). RIDEX return over 5 years is better than : 40.72 vs. IUASX (-12.28).
| IUASX | RIDEX | IUASX / RIDEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 0.99 | 0.62 | 160% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -21.721 | 14.958 | -145% |
| 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 | 3.52 | 92% |
| Returns for 1 year | -21.08 | 10.71 | -197% |
| Returns for 3 years | -10.41 | 39.76 | -26% |
| Returns for 5 years | -12.28 | 40.72 | -30% |
| Returns for 10 years | -6.63 | 57.91 | -11% |
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