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IUASX vs RIDFX
IUASX vs RIDFX Comparison
Open Charts IUASX vs RIDFX
VY® Invesco Equity and Income S
Price$33.63
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets461.86M
American Funds Income Fund of Amer R5
Price$26.22
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets139.53B
IUASX vs RIDFX Comparison Chart in %
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IUASX vs. RIDFX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 140B vs. IUASX (462M). RIDFX pays higher dividends than IUASX: RIDFX (3.75) vs IUASX (3.20). 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 : 9.01 vs. IUASX (-19.69). RIDFX return over 5 years is better than : 29.54 vs. IUASX (-18.41).
| 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 | -18.999 | 9.681 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 140B | 0% |
| Annual Yield % from dividends | 3.20 | 3.75 | 85% |
| Returns for 1 year | -19.69 | 9.01 | -219% |
| Returns for 3 years | -12.52 | 28.34 | -44% |
| Returns for 5 years | -18.41 | 29.54 | -62% |
| Returns for 10 years | -3.91 | 55.05 | -7% |
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