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IUASX vs RIDAX
IUASX vs RIDAX Comparison
Open Charts IUASX vs RIDAX
VY® Invesco Equity and Income S
Price$33.90
Change+$1.63 (+5.05%)
VolumeN/A
Net Assets465.15M
American Funds Income Fund of Amer R1
Price$26.95
Change-$0.28 (-1.03%)
VolumeN/A
Net Assets139.38B
IUASX vs RIDAX Comparison Chart in %
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IUASX vs. RIDAX commentary
Feb 05, 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 IUASX is a Buy and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 139B vs. IUASX (465M). RIDAX pays higher dividends than IUASX: RIDAX (2.83) vs IUASX (1.24). IUASX was incepted earlier than RIDAX: IUASX (24 years) vs RIDAX (24 years). RIDAX (1.34) is less costly to investors than IUASX (0.99). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDAX (65.00). IUASX has a lower initial minimum investment than RIDAX: IUASX (0) vs RIDAX (250). RIDAX annual gain was more profitable for investors over the last year : 11.56 vs. IUASX (-19.93). RIDAX return over 5 years is better than : 27.06 vs. IUASX (-20.06).
| IUASX | RIDAX | IUASX / RIDAX | |
| Total Expense Ratio | 0.89 | 1.34 | 66% |
| Annual Report Gross Expense Ratio | 0.99 | 1.34 | 74% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.040 | 4.094 | 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 | 1.24 | 2.83 | 44% |
| Returns for 1 year | -19.93 | 11.56 | -172% |
| Returns for 3 years | -14.82 | 28.04 | -53% |
| Returns for 5 years | -20.06 | 27.06 | -74% |
| Returns for 10 years | 6.33 | 61.78 | 10% |
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