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IUASX vs RIDBX
IUASX vs RIDBX Comparison
Open Charts IUASX vs RIDBX
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 R2
Price$26.70
Change-$0.30 (-1.11%)
VolumeN/A
Net Assets139.38B
IUASX vs RIDBX Comparison Chart in %
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IUASX vs. RIDBX 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 RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. IUASX (465M). RIDBX pays higher dividends than IUASX: RIDBX (2.86) vs IUASX (1.24). IUASX was incepted earlier than RIDBX: IUASX (24 years) vs RIDBX (24 years). RIDBX (1.35) is less costly to investors than IUASX (0.99). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDBX (65.00). IUASX has a lower initial minimum investment than RIDBX: IUASX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 11.46 vs. IUASX (-19.93). RIDBX return over 5 years is better than : 26.86 vs. IUASX (-20.06).
| IUASX | RIDBX | IUASX / RIDBX | |
| Total Expense Ratio | 0.89 | 1.35 | 66% |
| Annual Report Gross Expense Ratio | 0.99 | 1.35 | 73% |
| 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 | 2.86 | 43% |
| Returns for 1 year | -19.93 | 11.46 | -174% |
| Returns for 3 years | -14.82 | 27.94 | -53% |
| Returns for 5 years | -20.06 | 26.86 | -75% |
| Returns for 10 years | 6.33 | 61.23 | 10% |
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