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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
VY® Invesco Equity and Income S
Price$32.15
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets460.18M
American Funds Income Fund of Amer R5
Price$27.45
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets137.85B
IUASX vs RIDFX Comparison Chart in %
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IUASX vs. RIDFX commentary
Sep 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 Buy and RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 138B vs. IUASX (460M). RIDFX pays higher dividends than IUASX: RIDFX (3.84) vs IUASX (3.27). IUASX was incepted earlier than RIDFX: IUASX (24 years) vs RIDFX (23 years). IUASX (0.99) is less costly to investors than RIDFX (0.31). IUASX is a more actively managed with annual turnover of: 125.00 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 : 11.58 vs. IUASX (-21.67). RIDFX return over 5 years is better than : 43.90 vs. IUASX (-11.47).
| IUASX | RIDFX | IUASX / RIDFX | |
| Total Expense Ratio | 0.89 | 0.31 | 287% |
| Annual Report Gross Expense Ratio | 0.99 | 0.31 | 319% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -22.708 | 14.827 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 138B | 0% |
| Annual Yield % from dividends | 3.27 | 3.84 | 85% |
| Returns for 1 year | -21.67 | 11.58 | -187% |
| Returns for 3 years | -14.89 | 33.71 | -44% |
| Returns for 5 years | -11.47 | 43.90 | -26% |
| Returns for 10 years | -6.22 | 64.54 | -10% |
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