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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 23, 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 StrongBuy and RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 148B vs. IUAIX (468M). 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 : 9.65 vs. IUAIX (8.94). RIDFX return over 5 years is better than : 29.11 vs. IUAIX (-25.10).
| 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 | 2.966 | 10.780 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 148B | 0% |
| Annual Yield % from dividends | 1.35 | 3.66 | 37% |
| Returns for 1 year | 8.94 | 9.65 | 93% |
| Returns for 3 years | -6.05 | 43.59 | -14% |
| Returns for 5 years | -25.10 | 29.11 | -86% |
| Returns for 10 years | -0.37 | 62.34 | -1% |
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