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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
VY® Invesco Equity and Income A
Price$32.39
Change-$0.42 (-1.28%)
VolumeN/A
Net Assets454.48M
American Funds Income Fund of Amer R5
Price$26.24
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX commentary
Dec 28, 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 140B vs. IUAAX (454M). RIDFX pays higher dividends than IUAAX: RIDFX (3.75) vs IUAAX (2.93). IUAAX was incepted earlier than RIDFX: IUAAX (24 years) vs RIDFX (24 years). IUAAX (1.24) is less costly to investors than RIDFX (0.30). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RIDFX (65.00). IUAAX has a lower initial minimum investment than RIDFX: IUAAX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 8.92 vs. IUAAX (-21.51). RIDFX return over 5 years is better than : 29.64 vs. IUAAX (-21.34).
| IUAAX | RIDFX | IUAAX / RIDFX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.24 | 0.30 | 413% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -20.764 | 9.765 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 140B | 0% |
| Annual Yield % from dividends | 2.93 | 3.75 | 78% |
| Returns for 1 year | -21.51 | 8.92 | -241% |
| Returns for 3 years | -14.97 | 28.32 | -53% |
| Returns for 5 years | -21.34 | 29.64 | -72% |
| Returns for 10 years | -9.08 | 54.34 | -17% |
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