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IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
IUAIX vs RIDFX Comparison Chart in %
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IUAIX vs. RIDFX commentary
Sep 12, 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: 150B vs. IUAIX (460M). RIDFX pays higher dividends than IUAIX: RIDFX (3.61) vs IUAIX (1.75). 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 (5.24) and IUAIX (5.10) have marching annual gain over last year. RIDFX return over 5 years is better than : 26.46 vs. IUAIX (-26.36).
| 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 | 1.411 | 8.839 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 150B | 0% |
| Annual Yield % from dividends | 1.75 | 3.61 | 48% |
| Returns for 1 year | 5.10 | 5.24 | 97% |
| Returns for 3 years | -9.02 | 39.73 | -23% |
| Returns for 5 years | -26.36 | 26.46 | -100% |
| Returns for 10 years | -0.75 | 62.94 | -1% |
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