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IUASX vs RIDEX
IUASX vs RIDEX Comparison
Open Charts IUASX vs RIDEX
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 R4
Price$25.22
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets127.65B
IUASX vs RIDEX Comparison Chart
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IUASX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 128B vs. IUASX (478M). RIDEX pays higher dividends than IUASX: RIDEX (3.50) vs IUASX (1.79). IUASX was incepted earlier than RIDEX: IUASX (23 years) vs RIDEX (23 years). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDEX (40.00). 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 : 12.75 vs. IUASX (7.63). RIDEX return over 5 years is better than : 23.72 vs. IUASX (10.48).
| IUASX | RIDEX | IUASX / RIDEX | |
| 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 | 3.530 | 102% |
| 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 | 3.50 | 51% |
| Returns for 1 year | 7.63 | 12.75 | 60% |
| Returns for 3 years | -11.08 | 7.81 | -142% |
| Returns for 5 years | 10.48 | 23.72 | 44% |
| Returns for 10 years | 13.82 | 36.50 | 38% |