They both use natural gas.Rnf is paying hefty 14% dividend.Rnf earnings are less then dividend going forward.It should come back down.Long term I like uan better.Natural gas will go up as exports increase.
First, if you read RNF's last quarterly report, management expects a distribution between $3.3 and $3.4 a share which makes the payout ratio under 1.0 and the yield between 9 and 10%. UAN is going to have a paltry payout for the remainder of the year due to the plant turnaround in September. CVI is charging more for their pet coke which is cutting into UAN's profit margin and lastly CVI is selling their UAN shares which is going to pressure the stock price because the the hugh overhang.
UAN's dividend yield is greater than 93% of other companies in the Chemical Manufacturing industry. As indicated by the payout ratio, UAN's earnings support the dividend payouts more than others in the group.