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IUASX vs RIDEX
IUASX vs RIDEX Comparison
Open Charts IUASX vs RIDEX
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 R4
Price$24.64
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets123.85B
IUASX vs RIDEX Comparison Chart
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IUASX vs. RIDEX 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 RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 124B vs. IUASX (423M). RIDEX pays higher dividends than IUASX: RIDEX (3.82) vs IUASX (3.16). IUASX was incepted earlier than RIDEX: IUASX (23 years) vs RIDEX (23 years). IUASX (0.97) is less costly to investors than RIDEX (0.62). IUASX is a more actively managed with annual turnover of: 144.00 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 : 9.96 vs. IUASX (-4.69). RIDEX return over 5 years is better than : 36.22 vs. IUASX (15.68).
| IUASX | RIDEX | IUASX / RIDEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 0.97 | 0.62 | 156% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.698 | 1.814 | -314% |
| 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 | 3.82 | 83% |
| Returns for 1 year | -4.69 | 9.96 | -47% |
| Returns for 3 years | -17.65 | 6.74 | -262% |
| Returns for 5 years | 15.68 | 36.22 | 43% |
| Returns for 10 years | -0.12 | 31.66 | -0% |
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