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FXAIX vs OARDX
FXAIX vs OARDX Comparison
Open Charts FXAIX vs OARDX
Invesco Rising Dividends A
Price$28.03
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets3.42B
FXAIX vs OARDX Comparison Chart in %
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FXAIX vs. OARDX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. OARDX (3.42B). FXAIX pays higher dividends than OARDX: FXAIX (1.12) vs OARDX (0.71). 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 : 19.36 vs. OARDX (4.86). FXAIX return over 5 years is better than : 115.97 vs. OARDX (37.08).
| 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 | 15.285 | 15.018 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 3.42B | 21,128% |
| Annual Yield % from dividends | 1.12 | 0.71 | 159% |
| Returns for 1 year | 19.36 | 4.86 | 398% |
| Returns for 3 years | 85.11 | 36.67 | 232% |
| Returns for 5 years | 115.97 | 37.08 | 313% |
| Returns for 10 years | 273.81 | 63.25 | 433% |
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