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IUAIX vs RIDEX
IUAIX vs RIDEX Comparison
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IUAIX vs RIDEX Comparison Chart in %
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IUAIX vs. RIDEX commentary
Jun 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 IUAIX is a Hold and RIDEX is a Buy.
FUNDAMENTALS
Fundamentals
RIDEX has more cash in the bank: 147B vs. IUAIX (462M). RIDEX pays higher dividends than IUAIX: RIDEX (3.40) vs IUAIX (1.37). IUAIX was incepted earlier than RIDEX: IUAIX (24 years) vs RIDEX (24 years). IUAIX (0.91) is less costly to investors than RIDEX (0.61). IUAIX is a more actively managed with annual turnover of: 126.00 vs. RIDEX (65.00). IUAIX has a lower initial minimum investment than RIDEX: IUAIX (0) vs RIDEX (250). RIDEX annual gain was more profitable for investors over the last year : 8.87 vs. IUAIX (-15.24). RIDEX return over 5 years is better than : 21.74 vs. IUAIX (-24.69).
| IUAIX | RIDEX | IUAIX / RIDEX | |
| Total Expense Ratio | 0.64 | 0.61 | 105% |
| Annual Report Gross Expense Ratio | 0.91 | 0.61 | 149% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 5.403 | 5.953 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 147B | 0% |
| Annual Yield % from dividends | 1.37 | 3.40 | 40% |
| Returns for 1 year | -15.24 | 8.87 | -172% |
| Returns for 3 years | -7.83 | 36.08 | -22% |
| Returns for 5 years | -24.69 | 21.74 | -114% |
| Returns for 10 years | 2.03 | 57.91 | 4% |
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