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AADIX vs OAACX
AADIX vs OAACX Comparison
Open Charts AADIX vs OAACX
Invesco Select Risk: Growth Investor R5
Price$14.35
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets896.23M
Invesco Active Allocation C
Price$12.50
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.74B
AADIX vs OAACX Comparison Chart
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AADIX vs. OAACX commentary
Apr 19, 2025
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 AADIX is a Buy and OAACX is a Buy.
FUNDAMENTALS
Fundamentals
OAACX has more cash in the bank: 1.74B vs. AADIX (896M). AADIX pays higher dividends than OAACX: AADIX (3.09) vs OAACX (1.40). AADIX was incepted earlier than OAACX: AADIX (21 years) vs OAACX (20 years). OAACX (1.74) is less costly to investors than AADIX (0.66). OAACX (43.00) and AADIX (42.00) have comparable annual turnover. OAACX has a lower initial minimum investment than AADIX: OAACX (1000) vs AADIX (1000000). AADIX annual gain was more profitable for investors over the last year : 0.99 vs. OAACX (-1.31). AADIX return over 5 years is better than : 15.46 vs. OAACX (8.19).
| AADIX | OAACX | AADIX / OAACX | |
| Total Expense Ratio | 0.66 | 1.74 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.74 | 38% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | -5.093 | -5.231 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 1.74B | 51% |
| Annual Yield % from dividends | 3.09 | 1.40 | 221% |
| Returns for 1 year | 0.99 | -1.31 | -76% |
| Returns for 3 years | 0.93 | -2.88 | -32% |
| Returns for 5 years | 15.46 | 8.19 | 189% |
| Returns for 10 years | 14.09 | 8.28 | 170% |
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