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IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
Open Charts IUAIX vs RIDEX
VY® Invesco Equity and Income I
Price$33.17
Change-$0.34 (-1.01%)
VolumeN/A
Net Assets454.41M
American Funds Income Fund of Amer R4
Price$27.58
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets140.2B
IUAIX vs RIDEX Comparison Chart in %
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IUAIX vs. RIDEX commentary
Nov 14, 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 StrongBuy and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 140B vs. IUAIX (454M). RIDEX pays higher dividends than IUAIX: RIDEX (3.54) vs IUAIX (3.31). IUAIX was incepted earlier than RIDEX: IUAIX (24 years) vs RIDEX (23 years). IUAIX (0.74) is less costly to investors than RIDEX (0.61). 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 : 11.65 vs. IUAIX (-22.75). RIDEX return over 5 years is better than : 38.65 vs. IUAIX (-14.68).
| 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 | 23 years | - |
| Gain YTD | -20.286 | 16.255 | -125% |
| 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 | 3.31 | 3.54 | 94% |
| Returns for 1 year | -22.75 | 11.65 | -195% |
| Returns for 3 years | -14.91 | 30.90 | -48% |
| Returns for 5 years | -14.68 | 38.65 | -38% |
| Returns for 10 years | -2.59 | 60.16 | -4% |
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