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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
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 R5
Price$27.20
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets139.38B
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUAIX (465M). RIDFX pays higher dividends than IUAIX: RIDFX (3.77) vs IUAIX (1.40). 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 : 12.78 vs. IUAIX (-19.30). RIDFX return over 5 years is better than : 32.92 vs. IUAIX (-18.37).
| 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 | 3.075 | 4.175 | 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 | 3.77 | 37% |
| Returns for 1 year | -19.30 | 12.78 | -151% |
| Returns for 3 years | -13.59 | 32.20 | -42% |
| Returns for 5 years | -18.37 | 32.92 | -56% |
| Returns for 10 years | 10.16 | 71.46 | 14% |
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