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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
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 R5
Price$27.52
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.61B
IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX 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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAAX (456M). RIDFX pays higher dividends than IUAAX: RIDFX (3.82) vs IUAAX (2.97). IUAAX was incepted earlier than RIDFX: IUAAX (24 years) vs RIDFX (23 years). IUAAX (1.24) is less costly to investors than RIDFX (0.30). 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 : 9.52 vs. IUAAX (-23.85). RIDFX return over 5 years is better than : 42.52 vs. IUAAX (-15.19).
| 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 | 23 years | - |
| Gain YTD | -23.112 | 15.120 | -153% |
| 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 | 3.82 | 78% |
| Returns for 1 year | -23.85 | 9.52 | -251% |
| Returns for 3 years | -13.63 | 39.04 | -35% |
| Returns for 5 years | -15.19 | 42.52 | -36% |
| Returns for 10 years | -11.32 | 59.79 | -19% |
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