IUAAX
Price
$32.71
Change
+$0.13 (+0.40%)
Updated
Sep 2 closing price
Net Assets
463.36M
RIDCX
Price
$28.37
Change
+$0.15 (+0.53%)
Updated
Sep 3 closing price
Net Assets
148.23B
Interact to see
Advertisement

IUAAX vs RIDCX

IUAAX vs RIDCX Comparison Chart in %
View a ticker or compare two or three
VS
IUAAX vs. RIDCX commentary
Sep 04, 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 IUAAX is a StrongBuy and RIDCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 148B vs. IUAAX (463M). RIDCX pays higher dividends than IUAAX: RIDCX (3.08) vs IUAAX (1.39). IUAAX was incepted earlier than RIDCX: IUAAX (25 years) vs RIDCX (24 years). IUAAX (1.41) is less costly to investors than RIDCX (0.90). IUAAX is a more actively managed with annual turnover of: 126.00 vs. RIDCX (65.00). IUAAX has a lower initial minimum investment than RIDCX: IUAAX (0) vs RIDCX (250). RIDCX annual gain was more profitable for investors over the last year : 8.76 vs. IUAAX (6.53). RIDCX return over 5 years is better than : 23.78 vs. IUAAX (-30.17).
IUAAXRIDCXIUAAX / RIDCX
Total Expense Ratio1.140.90127%
Annual Report Gross Expense Ratio1.410.90157%
Fund Existence25 years24 years-
Gain YTD1.50310.43014%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets463M148B0%
Annual Yield % from dividends1.393.0845%
Returns for 1 year6.538.7674%
Returns for 3 years-11.6039.01-30%
Returns for 5 years-30.1723.78-127%
Returns for 10 years-8.7156.73-15%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EPLCX26.820.21
+0.79%
NYLIM Epoch U.S. Equity Yield Class I
APHDX21.210.13
+0.62%
Artisan Global Discovery Institutional
BTIIX177.63N/A
N/A
DWS Equity 500 Index Inst
MFEJX195.57N/A
N/A
MFS Growth R4
FMSDX16.86N/A
N/A
Fidelity Multi-Asset Income