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IUAIX vs RIDCX
IUAIX vs RIDCX Comparison
Open Charts IUAIX vs RIDCX
VY® Invesco Equity and Income I
Price$34.53
Change+$1.62 (+4.92%)
VolumeN/A
Net Assets465.15M
American Funds Income Fund of Amer R3
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
Net Assets139.38B
IUAIX vs RIDCX Comparison Chart in %
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IUAIX vs. RIDCX commentary
Feb 04, 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 IUAIX is a Buy and RIDCX is a Hold.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 139B vs. IUAIX (465M). RIDCX pays higher dividends than IUAIX: RIDCX (3.23) vs IUAIX (1.40). IUAIX was incepted earlier than RIDCX: IUAIX (24 years) vs RIDCX (24 years). RIDCX (0.90) is less costly to investors than IUAIX (0.74). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RIDCX (65.00). IUAIX has a lower initial minimum investment than RIDCX: IUAIX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 12.05 vs. IUAIX (-19.30). RIDCX return over 5 years is better than : 29.52 vs. IUAIX (-18.37).
| IUAIX | RIDCX | IUAIX / RIDCX | |
| Total Expense Ratio | 0.64 | 0.90 | 71% |
| Annual Report Gross Expense Ratio | 0.74 | 0.90 | 82% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.075 | 4.120 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 139B | 0% |
| Annual Yield % from dividends | 1.40 | 3.23 | 43% |
| Returns for 1 year | -19.30 | 12.05 | -160% |
| Returns for 3 years | -13.59 | 29.81 | -46% |
| Returns for 5 years | -18.37 | 29.52 | -62% |
| Returns for 10 years | 10.16 | 65.80 | 15% |
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