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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
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 R5
Price$27.20
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets139.38B
IUASX vs RIDFX Comparison Chart in %
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IUASX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUASX (465M). RIDFX pays higher dividends than IUASX: RIDFX (3.77) vs IUASX (1.24). IUASX was incepted earlier than RIDFX: IUASX (24 years) vs RIDFX (24 years). IUASX (0.99) is less costly to investors than RIDFX (0.30). IUASX is a more actively managed with annual turnover of: 125.00 vs. RIDFX (65.00). IUASX has a lower initial minimum investment than RIDFX: IUASX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 12.78 vs. IUASX (-19.93). RIDFX return over 5 years is better than : 32.92 vs. IUASX (-20.06).
| IUASX | RIDFX | IUASX / RIDFX | |
| Total Expense Ratio | 0.89 | 0.30 | 297% |
| Annual Report Gross Expense Ratio | 0.99 | 0.30 | 330% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.040 | 4.175 | 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 | 3.77 | 33% |
| Returns for 1 year | -19.93 | 12.78 | -156% |
| Returns for 3 years | -14.82 | 32.20 | -46% |
| Returns for 5 years | -20.06 | 32.92 | -61% |
| Returns for 10 years | 6.33 | 71.46 | 9% |
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