IUAAX
Price
$31.12
Change
-$0.06 (-0.19%)
Updated
Sep 5 closing price
Net Assets
457.82M
RIDEX
Price
$27.22
Change
+$0.06 (+0.22%)
Updated
Sep 5 closing price
Net Assets
137.15B
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IUAAX vs RIDEX

Header iconIUAAX vs RIDEX Comparison
Open Charts IUAAX vs RIDEXBanner chart's image
VY® Invesco Equity and Income A
Price$31.12
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets457.82M
American Funds Income Fund of Amer R4
Price$27.22
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets137.15B
IUAAX vs RIDEX Comparison Chart in %
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IUAAX vs. RIDEX commentary
Sep 08, 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 Buy and RIDEX is a Buy.

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FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 137B vs. IUAAX (458M). RIDEX pays higher dividends than IUAAX: RIDEX (3.56) vs IUAAX (2.99). IUAAX was incepted earlier than RIDEX: IUAAX (24 years) vs RIDEX (23 years). IUAAX (1.24) is less costly to investors than RIDEX (0.62). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RIDEX (92.00). IUAAX has a lower initial minimum investment than RIDEX: IUAAX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 11.45 vs. IUAAX (-22.06). RIDEX return over 5 years is better than : 39.26 vs. IUAAX (-14.54).
IUAAXRIDEXIUAAX / RIDEX
Total Expense Ratio1.140.62184%
Annual Report Gross Expense Ratio1.240.62200%
Fund Existence24 years23 years-
Gain YTD-23.87113.194-181%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets458M137B0%
Annual Yield % from dividends2.993.5684%
Returns for 1 year-22.0611.45-193%
Returns for 3 years-16.5329.87-55%
Returns for 5 years-14.5439.26-37%
Returns for 10 years-11.2558.50-19%
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