Ad is loading...
IVIPX vs RIDBX
IVIPX vs RIDBX Comparison
Open Charts IVIPX vs RIDBX
VY® Invesco Equity and Income S2
Price$42.24
Change+$0.18 (+0.43%)
VolumeN/A
Net Assets478.25M
American Funds Income Fund of Amer R2
Price$24.78
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets127.43B
IVIPX vs RIDBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVIPX vs. RIDBX commentary
Jan 24, 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 IVIPX is a Buy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 127B vs. IVIPX (478M). RIDBX pays higher dividends than IVIPX: RIDBX (2.85) vs IVIPX (1.69). IVIPX was incepted earlier than RIDBX: IVIPX (16 years) vs RIDBX (23 years). IVIPX is a more actively managed with annual turnover of: 144.00 vs. RIDBX (40.00). IVIPX has a lower initial minimum investment than RIDBX: IVIPX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 12.15 vs. IVIPX (8.20). RIDBX return over 5 years is better than : 18.10 vs. IVIPX (7.11).
| IVIPX | RIDBX | IVIPX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.963 | 3.121 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 127B | 0% |
| Annual Yield % from dividends | 1.69 | 2.85 | 59% |
| Returns for 1 year | 8.20 | 12.15 | 67% |
| Returns for 3 years | -10.64 | 6.83 | -156% |
| Returns for 5 years | 7.11 | 18.10 | 39% |
| Returns for 10 years | 9.97 | 29.13 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...