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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
VY® Invesco Equity and Income S
Price$42.80
Change-$0.50 (-1.15%)
VolumeN/A
Net Assets471.48M
American Funds Income Fund of Amer R5
Price$25.66
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets129.73B
IUASX vs RIDFX Comparison Chart
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IUASX vs. RIDFX commentary
Feb 23, 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: 130B vs. IUASX (471M). RIDFX pays higher dividends than IUASX: RIDFX (3.78) vs IUASX (1.79). IUASX was incepted earlier than RIDFX: IUASX (23 years) vs RIDFX (23 years). IUASX is a more actively managed with annual turnover of: 144.00 vs. RIDFX (40.00). 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 : 13.55 vs. IUASX (4.56). RIDFX return over 5 years is better than : 24.69 vs. IUASX (7.46).
| IUASX | RIDFX | IUASX / RIDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.909 | 5.078 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 130B | 0% |
| Annual Yield % from dividends | 1.79 | 3.78 | 47% |
| Returns for 1 year | 4.56 | 13.55 | 34% |
| Returns for 3 years | -10.94 | 11.91 | -92% |
| Returns for 5 years | 7.46 | 24.69 | 30% |
| Returns for 10 years | 9.34 | 36.53 | 26% |