Interact to see
Advertisement
Advertisement
IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
Open Charts IUAIX vs RIDEX
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 R4
Price$27.13
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets139.38B
IUAIX vs RIDEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. IUAIX (465M). RIDEX pays higher dividends than IUAIX: RIDEX (3.48) vs IUAIX (1.40). 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 : 12.41 vs. IUAIX (-19.30). RIDEX return over 5 years is better than : 31.18 vs. IUAIX (-18.37).
| 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 | 3.075 | 4.146 | 74% |
| 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 | 3.48 | 40% |
| Returns for 1 year | -19.30 | 12.41 | -156% |
| Returns for 3 years | -13.59 | 31.01 | -44% |
| Returns for 5 years | -18.37 | 31.18 | -59% |
| Returns for 10 years | 10.16 | 68.60 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDG | 85.38 | 0.37 | +0.44% |
| iShares MSCI Global Sust Dev Goals ETF | |||
| DBA | 25.75 | 0.10 | +0.39% |
| Invesco DB Agriculture | |||
| BBIB | 98.89 | 0.04 | +0.04% |
| JPMorgan BetaBuilders U.S.TrsBd3-10YrETF | |||
| EMB | 96.16 | 0.02 | +0.02% |
| iShares JP Morgan USD Em Mkts Bd ETF | |||
| GQQQ | 30.73 | -0.31 | -1.00% |
| Astoria US Quality Growth Kings ETF | |||