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IUASX vs RIDEX
IUASX vs RIDEX Comparison
Open Charts IUASX vs RIDEX
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 R4
Price$27.13
Change-$0.26 (-0.95%)
VolumeN/A
Net Assets139.38B
IUASX vs RIDEX Comparison Chart in %
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IUASX vs. RIDEX 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 RIDEX is a Hold.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 139B vs. IUASX (465M). RIDEX pays higher dividends than IUASX: RIDEX (3.48) vs IUASX (1.24). IUASX was incepted earlier than RIDEX: IUASX (24 years) vs RIDEX (24 years). IUASX (0.99) is less costly to investors than RIDEX (0.61). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDEX (65.00). IUASX has a lower initial minimum investment than RIDEX: IUASX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 12.41 vs. IUASX (-19.93). RIDEX return over 5 years is better than : 31.18 vs. IUASX (-20.06).
| IUASX | RIDEX | IUASX / RIDEX | |
| Total Expense Ratio | 0.89 | 0.61 | 146% |
| Annual Report Gross Expense Ratio | 0.99 | 0.61 | 162% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.040 | 4.146 | 73% |
| 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 | 3.48 | 36% |
| Returns for 1 year | -19.93 | 12.41 | -161% |
| Returns for 3 years | -14.82 | 31.01 | -48% |
| Returns for 5 years | -20.06 | 31.18 | -64% |
| Returns for 10 years | 6.33 | 68.60 | 9% |
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