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IVIPX vs RIDBX
IVIPX vs RIDBX Comparison
Open Charts IVIPX vs RIDBX
VY® Invesco Equity and Income S2
Price$41.80
Change-$0.49 (-1.16%)
VolumeN/A
Net Assets471.48M
American Funds Income Fund of Amer R2
Price$25.22
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
IVIPX vs RIDBX Comparison Chart
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IVIPX vs. RIDBX 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 IVIPX is a Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 130B vs. IVIPX (471M). 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 : 12.32 vs. IVIPX (4.23). RIDBX return over 5 years is better than : 20.09 vs. IVIPX (6.02).
| 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 | 2.880 | 4.952 | 58% |
| 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 | 1.69 | 2.85 | 59% |
| Returns for 1 year | 4.23 | 12.32 | 34% |
| Returns for 3 years | -11.80 | 9.21 | -128% |
| Returns for 5 years | 6.02 | 20.09 | 30% |
| Returns for 10 years | 6.75 | 29.68 | 23% |
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