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IUASX vs RIDEX
IUASX vs RIDEX Comparison
Open Charts IUASX vs RIDEX
VY® Invesco Equity and Income S
Price$31.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets453.22M
American Funds Income Fund of Amer R4
Price$26.71
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets134.7B
IUASX vs RIDEX Comparison Chart in %
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IUASX vs. RIDEX commentary
Aug 08, 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: 135B vs. IUASX (453M). RIDEX pays higher dividends than IUASX: RIDEX (3.65) vs IUASX (3.00). 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 : 14.22 vs. IUASX (-19.81). RIDEX return over 5 years is better than : 37.33 vs. IUASX (-13.29).
| 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 | -24.659 | 11.073 | -223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 135B | 0% |
| Annual Yield % from dividends | 3.00 | 3.65 | 82% |
| Returns for 1 year | -19.81 | 14.22 | -139% |
| Returns for 3 years | -18.83 | 23.36 | -81% |
| Returns for 5 years | -13.29 | 37.33 | -36% |
| Returns for 10 years | -13.56 | 47.87 | -28% |