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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
VY® Invesco Equity and Income I
Price$32.85
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets456.08M
American Funds Income Fund of Amer R5
Price$27.52
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.61B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAIX (456M). RIDFX pays higher dividends than IUAIX: RIDFX (3.82) vs IUAIX (3.32). IUAIX was incepted earlier than RIDFX: IUAIX (24 years) vs RIDFX (23 years). IUAIX (0.74) is less costly to investors than RIDFX (0.30). 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 : 9.52 vs. IUAIX (-22.52). RIDFX return over 5 years is better than : 42.52 vs. IUAIX (-11.30).
| 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 | 23 years | - |
| Gain YTD | -21.856 | 15.120 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 139B | 0% |
| Annual Yield % from dividends | 3.32 | 3.82 | 87% |
| Returns for 1 year | -22.52 | 9.52 | -237% |
| Returns for 3 years | -10.95 | 39.04 | -28% |
| Returns for 5 years | -11.30 | 42.52 | -27% |
| Returns for 10 years | -4.48 | 59.79 | -7% |
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