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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
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 R5
Price$26.74
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets134.7B
IUASX vs RIDFX Comparison Chart in %
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IUASX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 135B vs. IUASX (453M). RIDFX pays higher dividends than IUASX: RIDFX (3.94) vs IUASX (3.00). 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 : 14.32 vs. IUASX (-19.81). RIDFX return over 5 years is better than : 38.81 vs. IUASX (-13.29).
| 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 | -24.659 | 11.091 | -222% |
| 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 | 3.94 | 76% |
| Returns for 1 year | -19.81 | 14.32 | -138% |
| Returns for 3 years | -18.83 | 24.51 | -77% |
| Returns for 5 years | -13.29 | 38.81 | -34% |
| Returns for 10 years | -13.56 | 51.24 | -26% |
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