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AADIX vs OAAYX
AADIX vs OAAYX Comparison
Open Charts AADIX vs OAAYX
Invesco Select Risk: Growth Investor R5
Price$15.51
Change-$0.19 (-1.21%)
VolumeN/A
Net Assets987.68M
Invesco Active Allocation Y
Price$14.20
Change-$0.17 (-1.18%)
VolumeN/A
Net Assets1.91B
AADIX vs OAAYX Comparison Chart
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AADIX vs. OAAYX commentary
Feb 25, 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 StrongBuy and OAAYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.91B vs. AADIX (988M). 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 : 8.12 vs. OAAYX (6.62). AADIX return over 5 years is better than : 5.74 vs. OAAYX (4.57).
| 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 | 2.579 | 2.527 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 1.91B | 52% |
| Annual Yield % from dividends | 0.60 | 1.81 | 33% |
| Returns for 1 year | 8.12 | 6.62 | 123% |
| Returns for 3 years | 6.67 | 6.08 | 110% |
| Returns for 5 years | 5.74 | 4.57 | 126% |
| Returns for 10 years | 24.61 | 29.58 | 83% |
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