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FXAIX vs OARDX
FXAIX vs OARDX Comparison
Open Charts FXAIX vs OARDX
Invesco Rising Dividends A
Price$22.96
Change+$0.38 (+1.68%)
VolumeN/A
Net Assets2.86B
FXAIX vs OARDX Comparison Chart
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FXAIX vs. OARDX commentary
Apr 12, 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 FXAIX is a Buy and OARDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. OARDX (2.86B). FXAIX pays higher dividends than OARDX: FXAIX (1.30) vs OARDX (0.85). FXAIX was incepted earlier than OARDX: FXAIX (14 years) vs OARDX (45 years). OARDX (0.98) is less costly to investors than FXAIX (0.01). OARDX is a more actively managed with annual turnover of: 31.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than OARDX: FXAIX (0) vs OARDX (1000). FXAIX annual gain was more profitable for investors over the last year : 2.68 vs. OARDX (-8.24). FXAIX return over 5 years is better than : 103.82 vs. OARDX (32.30).
| FXAIX | OARDX | FXAIX / OARDX | |
| Total Expense Ratio | 0.01 | 0.98 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.98 | 2% |
| Fund Existence | 14 years | 45 years | - |
| Gain YTD | -10.117 | -7.655 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 2.86B | 20,909% |
| Annual Yield % from dividends | 1.30 | 0.85 | 152% |
| Returns for 1 year | 2.68 | -8.24 | -33% |
| Returns for 3 years | 25.42 | -3.97 | -640% |
| Returns for 5 years | 103.82 | 32.30 | 321% |
| Returns for 10 years | 175.06 | 22.92 | 764% |
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