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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
VY® Invesco Equity and Income S
Price$32.20
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets456.08M
American Funds Income Fund of Amer R5
Price$27.52
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.61B
IUASX vs RIDFX Comparison Chart in %
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IUASX vs. RIDFX commentary
Oct 19, 2025
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 Hold and RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 139B vs. IUASX (456M). RIDFX pays higher dividends than IUASX: RIDFX (3.82) vs IUASX (3.25). IUASX was incepted earlier than RIDFX: IUASX (24 years) vs RIDFX (23 years). IUASX (0.99) is less costly to investors than RIDFX (0.30). 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 : 9.52 vs. IUASX (-23.15). RIDFX return over 5 years is better than : 42.52 vs. IUASX (-13.17).
| 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 | 23 years | - |
| Gain YTD | -22.443 | 15.120 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 139B | 0% |
| Annual Yield % from dividends | 3.25 | 3.82 | 85% |
| Returns for 1 year | -23.15 | 9.52 | -243% |
| Returns for 3 years | -12.23 | 39.04 | -31% |
| Returns for 5 years | -13.17 | 42.52 | -31% |
| Returns for 10 years | -7.82 | 59.79 | -13% |
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