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IVIPX vs RIDBX
IVIPX vs RIDBX Comparison
Open Charts IVIPX vs RIDBX
VY® Invesco Equity and Income S2
Price$30.19
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets453.22M
American Funds Income Fund of Amer R2
Price$26.32
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets134.7B
IVIPX vs RIDBX Comparison Chart in %
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IVIPX vs. RIDBX commentary
Aug 09, 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: 135B vs. IVIPX (453M). RIDBX (3.02) and IVIPX (2.95) have matching dividends . IVIPX was incepted earlier than RIDBX: IVIPX (16 years) vs RIDBX (23 years). RIDBX (1.36) is less costly to investors than IVIPX (1.14). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RIDBX (92.00). 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 : 13.34 vs. IVIPX (-20.44). RIDBX return over 5 years is better than : 33.23 vs. IVIPX (-15.24).
| IVIPX | RIDBX | IVIPX / RIDBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.14 | 1.36 | 84% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -25.489 | 10.581 | -241% |
| 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 | 2.95 | 3.02 | 98% |
| Returns for 1 year | -20.44 | 13.34 | -153% |
| Returns for 3 years | -20.38 | 20.88 | -98% |
| Returns for 5 years | -15.24 | 33.23 | -46% |
| Returns for 10 years | -17.05 | 41.98 | -41% |