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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
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IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 145B vs. IUAIX (464M). RIDFX pays higher dividends than IUAIX: RIDFX (3.66) vs IUAIX (1.35). IUAIX was incepted earlier than RIDFX: IUAIX (25 years) vs RIDFX (24 years). IUAIX (0.91) is less costly to investors than RIDFX (0.30). IUAIX is a more actively managed with annual turnover of: 126.00 vs. RIDFX (65.00). IUAIX has a lower initial minimum investment than RIDFX: IUAIX (0) vs RIDFX (250). RIDFX annual gain was more profitable for investors over the last year : 9.41 vs. IUAIX (-17.55). RIDFX return over 5 years is better than : 26.68 vs. IUAIX (-22.38).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.30 | 213% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.821 | 8.489 | 92% |
| 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 | 3.66 | 37% |
| Returns for 1 year | -17.55 | 9.41 | -187% |
| Returns for 3 years | -10.38 | 36.13 | -29% |
| Returns for 5 years | -22.38 | 26.68 | -84% |
| Returns for 10 years | 2.93 | 60.45 | 5% |
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