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IUAAX vs RIDBX
IUAAX vs RIDBX Comparison
Open Charts IUAAX vs RIDBX
VY® Invesco Equity and Income A
Price$31.43
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets456.08M
American Funds Income Fund of Amer R2
Price$27.06
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.61B
IUAAX vs RIDBX Comparison Chart in %
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IUAAX vs. RIDBX commentary
Oct 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 IUAAX is a Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. IUAAX (456M). IUAAX (2.97) and RIDBX (2.90) have matching dividends . IUAAX was incepted earlier than RIDBX: IUAAX (24 years) vs RIDBX (23 years). RIDBX (1.35) is less costly to investors than IUAAX (1.24). IUAAX has a lower initial minimum investment than RIDBX: IUAAX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 8.29 vs. IUAAX (-23.85). RIDBX return over 5 years is better than : 36.37 vs. IUAAX (-15.19).
| IUAAX | RIDBX | IUAAX / RIDBX | |
| Total Expense Ratio | 1.14 | 1.35 | 84% |
| Annual Report Gross Expense Ratio | 1.24 | 1.35 | 92% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -23.112 | 14.183 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 139B | 0% |
| Annual Yield % from dividends | 2.97 | 2.90 | 103% |
| Returns for 1 year | -23.85 | 8.29 | -288% |
| Returns for 3 years | -13.63 | 34.89 | -39% |
| Returns for 5 years | -15.19 | 36.37 | -42% |
| Returns for 10 years | -11.32 | 50.70 | -22% |
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