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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
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 R5
Price$24.70
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets123.85B
IUASX vs RIDFX Comparison Chart
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IUASX vs. RIDFX 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 124B vs. IUASX (423M). RIDFX pays higher dividends than IUASX: RIDFX (4.12) vs IUASX (3.16). IUASX was incepted earlier than RIDFX: IUASX (23 years) vs RIDFX (23 years). IUASX (0.97) is less costly to investors than RIDFX (0.31). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDFX (92.00). IUASX has a lower initial minimum investment than RIDFX: IUASX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 10.32 vs. IUASX (-4.69). RIDFX return over 5 years is better than : 37.84 vs. IUASX (15.68).
| IUASX | RIDFX | IUASX / RIDFX | |
| Total Expense Ratio | 0.89 | 0.31 | 287% |
| Annual Report Gross Expense Ratio | 0.97 | 0.31 | 313% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -5.698 | 1.888 | -302% |
| 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 | 4.12 | 77% |
| Returns for 1 year | -4.69 | 10.32 | -45% |
| Returns for 3 years | -17.65 | 7.56 | -233% |
| Returns for 5 years | 15.68 | 37.84 | 41% |
| Returns for 10 years | -0.12 | 33.68 | -0% |
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