Interact to see
Advertisement
Advertisement
IUAIX vs RIDFX
IUAIX vs RIDFX Comparison
Open Charts IUAIX vs RIDFX
IUAIX vs RIDFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RIDFX commentary
Jun 24, 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 RIDFX is a Hold.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 147B vs. IUAIX (465M). RIDFX pays higher dividends than IUAIX: RIDFX (3.70) vs IUAIX (1.37). 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 : 8.13 vs. IUAIX (-16.07). RIDFX return over 5 years is better than : 24.71 vs. IUAIX (-22.45).
| 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 | 6.537 | 5.810 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 147B | 0% |
| Annual Yield % from dividends | 1.37 | 3.70 | 37% |
| Returns for 1 year | -16.07 | 8.13 | -198% |
| Returns for 3 years | -7.49 | 36.79 | -20% |
| Returns for 5 years | -22.45 | 24.71 | -91% |
| Returns for 10 years | 5.91 | 63.39 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement