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AADIX vs OAAYX
AADIX vs OAAYX Comparison
Open Charts AADIX vs OAAYX
Invesco Select Risk: Growth Investor R5
Price$15.41
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets986.89M
Invesco Active Allocation Y
Price$14.11
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets1.93B
AADIX vs OAAYX Comparison Chart
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AADIX vs. OAAYX commentary
Jan 20, 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 Hold and OAAYX is a Hold.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.93B vs. AADIX (987M). OAAYX pays higher dividends than AADIX: OAAYX (1.81) vs AADIX (0.60). AADIX was incepted earlier than OAAYX: AADIX (21 years) vs OAAYX (20 years). AADIX is a more actively managed with annual turnover of: 24.00 vs. OAAYX (21.00). OAAYX has a lower initial minimum investment than AADIX: OAAYX (1000) vs AADIX (1000000). AADIX annual gain was more profitable for investors over the last year : 11.74 vs. OAAYX (10.32). AADIX return over 5 years is better than : 3.49 vs. OAAYX (1.65).
| AADIX | OAAYX | AADIX / OAAYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 1.918 | 1.877 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 1.93B | 51% |
| Annual Yield % from dividends | 0.60 | 1.81 | 33% |
| Returns for 1 year | 11.74 | 10.32 | 114% |
| Returns for 3 years | 1.23 | 0.59 | 209% |
| Returns for 5 years | 3.49 | 1.65 | 212% |
| Returns for 10 years | 27.63 | 34.42 | 80% |
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