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IVIPX vs RIDBX
IVIPX vs RIDBX Comparison
Open Charts IVIPX vs RIDBX
VY® Invesco Equity and Income S2
Price$38.33
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
American Funds Income Fund of Amer R2
Price$24.30
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets123.85B
IVIPX vs RIDBX Comparison Chart
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IVIPX vs. RIDBX commentary
Apr 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 IVIPX is a Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 124B vs. IVIPX (423M). RIDBX (3.16) and IVIPX (3.10) 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 (1.12). IVIPX is a more actively managed with annual turnover of: 144.00 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 : 8.58 vs. IVIPX (-5.01). RIDBX return over 5 years is better than : 31.58 vs. IVIPX (14.12).
| IVIPX | RIDBX | IVIPX / RIDBX | |
| Total Expense Ratio | 1.02 | 1.36 | 75% |
| Annual Report Gross Expense Ratio | 1.12 | 1.36 | 82% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -5.759 | 0.986 | -584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 124B | 0% |
| Annual Yield % from dividends | 3.10 | 3.16 | 98% |
| Returns for 1 year | -5.01 | 8.58 | -58% |
| Returns for 3 years | -18.48 | 3.97 | -466% |
| Returns for 5 years | 14.12 | 31.58 | 45% |
| Returns for 10 years | -2.48 | 26.53 | -9% |
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