Interact to see
Advertisement
Advertisement
IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
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 R5
Price$26.24
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
IUAIX vs RIDFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 140B vs. IUAIX (454M). RIDFX pays higher dividends than IUAIX: RIDFX (3.75) vs IUAIX (3.27). IUAIX was incepted earlier than RIDFX: IUAIX (24 years) vs RIDFX (24 years). IUAIX (0.74) is less costly to investors than RIDFX (0.30). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RIDFX (65.00). IUAIX has a lower initial minimum investment than RIDFX: IUAIX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 8.92 vs. IUAIX (-20.45). RIDFX return over 5 years is better than : 29.64 vs. IUAIX (-18.03).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.30 | 213% |
| Annual Report Gross Expense Ratio | 0.74 | 0.30 | 247% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -19.692 | 9.765 | -202% |
| 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 | 3.75 | 87% |
| Returns for 1 year | -20.45 | 8.92 | -229% |
| Returns for 3 years | -12.63 | 28.32 | -45% |
| Returns for 5 years | -18.03 | 29.64 | -61% |
| Returns for 10 years | -2.47 | 54.34 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement