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IUAIX vs RIDBX
IUAIX vs RIDBX Comparison
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IUAIX vs RIDBX Comparison Chart in %
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IUAIX vs. RIDBX commentary
Aug 03, 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 IUAIX is a Buy and RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 145B vs. IUAIX (464M). RIDBX pays higher dividends than IUAIX: RIDBX (2.75) vs IUAIX (1.35). IUAIX was incepted earlier than RIDBX: IUAIX (25 years) vs RIDBX (24 years). RIDBX (1.35) is less costly to investors than IUAIX (0.91). IUAIX is a more actively managed with annual turnover of: 126.00 vs. RIDBX (65.00). IUAIX has a lower initial minimum investment than RIDBX: IUAIX (0) vs RIDBX (250). RIDBX annual gain was more profitable for investors over the last year : 8.15 vs. IUAIX (-17.55). RIDBX return over 5 years is better than : 20.89 vs. IUAIX (-22.38).
| IUAIX | RIDBX | IUAIX / RIDBX | |
| Total Expense Ratio | 0.64 | 1.35 | 47% |
| Annual Report Gross Expense Ratio | 0.91 | 1.35 | 67% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.821 | 7.841 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 145B | 0% |
| Annual Yield % from dividends | 1.35 | 2.75 | 49% |
| Returns for 1 year | -17.55 | 8.15 | -215% |
| Returns for 3 years | -10.38 | 31.72 | -33% |
| Returns for 5 years | -22.38 | 20.89 | -107% |
| Returns for 10 years | 2.93 | 50.22 | 6% |
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