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FXAIX vs OARDX
FXAIX vs OARDX Comparison
Open Charts FXAIX vs OARDX
Invesco Rising Dividends A
Price$27.75
Change-$0.26 (-0.93%)
VolumeN/A
CapitalizationN/A
FXAIX vs OARDX Comparison Chart
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FXAIX vs. OARDX commentary
Nov 18, 2024
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 StrongSell and OARDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. OARDX (3.27B). FXAIX pays higher dividends than OARDX: FXAIX (1.31) vs OARDX (0.80). FXAIX was incepted earlier than OARDX: FXAIX (14 years) vs OARDX (45 years). OARDX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (3.00). 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 : 32.03 vs. OARDX (18.87). FXAIX return over 5 years is better than : 102.32 vs. OARDX (39.91).
| FXAIX | OARDX | FXAIX / OARDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 45 years | - |
| Gain YTD | 24.554 | 21.015 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 3.27B | 18,112% |
| Annual Yield % from dividends | 1.31 | 0.80 | 164% |
| Returns for 1 year | 32.03 | 18.87 | 170% |
| Returns for 3 years | 30.80 | 1.99 | 1,547% |
| Returns for 5 years | 102.32 | 39.91 | 256% |
| Returns for 10 years | 210.78 | 40.62 | 519% |