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IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
Open Charts IUAIX vs RIDEX
VY® Invesco Equity and Income I
Price$33.76
Change-$0.56 (-1.63%)
VolumeN/A
Net Assets454.48M
American Funds Income Fund of Amer R4
Price$26.18
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
IUAIX vs RIDEX Comparison Chart in %
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IUAIX vs. RIDEX commentary
Dec 27, 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 IUAIX is a Hold and RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. IUAIX (454M). RIDEX pays higher dividends than IUAIX: RIDEX (3.46) vs IUAIX (3.27). IUAIX was incepted earlier than RIDEX: IUAIX (24 years) vs RIDEX (24 years). IUAIX (0.74) is less costly to investors than RIDEX (0.61). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RIDEX (65.00). IUAIX has a lower initial minimum investment than RIDEX: IUAIX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 8.67 vs. IUAIX (-20.45). RIDEX return over 5 years is better than : 28.02 vs. IUAIX (-18.03).
| IUAIX | RIDEX | IUAIX / RIDEX | |
| Total Expense Ratio | 0.64 | 0.61 | 105% |
| Annual Report Gross Expense Ratio | 0.74 | 0.61 | 121% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -19.692 | 9.520 | -207% |
| 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 | 3.27 | 3.46 | 94% |
| Returns for 1 year | -20.45 | 8.67 | -236% |
| Returns for 3 years | -12.63 | 27.25 | -46% |
| Returns for 5 years | -18.03 | 28.02 | -64% |
| Returns for 10 years | -2.47 | 51.83 | -5% |
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