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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
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 RIDFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 147B vs. IUAIX (462M). RIDFX pays higher dividends than IUAIX: RIDFX (3.70) vs IUAIX (1.37). IUAIX was incepted earlier than RIDFX: IUAIX (24 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 : 9.24 vs. IUAIX (-15.24). RIDFX return over 5 years is better than : 23.37 vs. IUAIX (-24.69).
| IUAIX | RIDFX | IUAIX / RIDFX | |
| Total Expense Ratio | 0.64 | 0.30 | 213% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 5.403 | 6.100 | 89% |
| 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 | 3.70 | 37% |
| Returns for 1 year | -15.24 | 9.24 | -165% |
| Returns for 3 years | -7.83 | 37.36 | -21% |
| Returns for 5 years | -24.69 | 23.37 | -106% |
| Returns for 10 years | 2.03 | 60.77 | 3% |
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