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IUAAX vs RIDFX
IUAAX vs RIDFX Comparison
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IUAAX vs RIDFX Comparison Chart in %
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IUAAX vs. RIDFX commentary
Jun 14, 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 Hold and RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 147B vs. IUAAX (465M). RIDFX pays higher dividends than IUAAX: RIDFX (3.70) vs IUAAX (1.09). IUAAX was incepted earlier than RIDFX: IUAAX (25 years) vs RIDFX (24 years). IUAAX (1.41) is less costly to investors than RIDFX (0.30). IUAAX is a more actively managed with annual turnover of: 126.00 vs. RIDFX (65.00). IUAAX has a lower initial minimum investment than RIDFX: IUAAX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 8.62 vs. IUAAX (-17.86). RIDFX return over 5 years is better than : 24.11 vs. IUAAX (-27.07).
| IUAAX | RIDFX | IUAAX / RIDFX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.41 | 0.30 | 470% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 6.221 | 7.103 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 147B | 0% |
| Annual Yield % from dividends | 1.09 | 3.70 | 29% |
| Returns for 1 year | -17.86 | 8.62 | -207% |
| Returns for 3 years | -10.99 | 37.30 | -29% |
| Returns for 5 years | -27.07 | 24.11 | -112% |
| Returns for 10 years | -2.85 | 63.76 | -4% |
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