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IUAAX vs RIDBX
IUAAX vs RIDBX Comparison
Open Charts IUAAX vs RIDBX
VY® Invesco Equity and Income A
Price$33.27
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets467.03M
American Funds Income Fund of Amer R2
Price$26.85
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets139.38B
IUAAX vs RIDBX Comparison Chart in %
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IUAAX vs. RIDBX commentary
Feb 05, 2026
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 Buy and RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. IUAAX (467M). RIDBX pays higher dividends than IUAAX: RIDBX (2.86) vs IUAAX (1.11). IUAAX was incepted earlier than RIDBX: IUAAX (24 years) vs RIDBX (24 years). RIDBX (1.35) is less costly to investors than IUAAX (1.24). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RIDBX (65.00). 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 : 11.46 vs. IUAAX (-20.70). RIDBX return over 5 years is better than : 26.86 vs. IUAAX (-21.95).
| 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 | 24 years | - |
| Gain YTD | 2.986 | 4.094 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 139B | 0% |
| Annual Yield % from dividends | 1.11 | 2.86 | 39% |
| Returns for 1 year | -20.70 | 11.46 | -181% |
| Returns for 3 years | -16.22 | 27.94 | -58% |
| Returns for 5 years | -21.95 | 26.86 | -82% |
| Returns for 10 years | 2.28 | 61.23 | 4% |
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