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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
Open Charts IUAAX vs RIDFX
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 R5
Price$27.35
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets139.38B
IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAAX (467M). RIDFX pays higher dividends than IUAAX: RIDFX (3.77) vs IUAAX (1.11). 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 : 12.78 vs. IUAAX (-20.70). RIDFX return over 5 years is better than : 32.92 vs. IUAAX (-21.95).
| 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 | 2.986 | 4.175 | 72% |
| 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 | 3.77 | 29% |
| Returns for 1 year | -20.70 | 12.78 | -162% |
| Returns for 3 years | -16.22 | 32.20 | -50% |
| Returns for 5 years | -21.95 | 32.92 | -67% |
| Returns for 10 years | 2.28 | 71.46 | 3% |
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