Ad is loading...
FXAIX vs OARDX
FXAIX vs OARDX Comparison
Open Charts FXAIX vs OARDX
Invesco Rising Dividends A
Price$24.20
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets3.03B
FXAIX vs OARDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. OARDX commentary
May 09, 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: 594B vs. OARDX (3.04B). FXAIX pays higher dividends than OARDX: FXAIX (1.34) vs OARDX (0.86). 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 : 10.00 vs. OARDX (-2.66). FXAIX return over 5 years is better than : 107.31 vs. OARDX (35.51).
| 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 | -3.872 | -1.847 | 210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 3.04B | 19,572% |
| Annual Yield % from dividends | 1.34 | 0.86 | 155% |
| Returns for 1 year | 10.00 | -2.66 | -376% |
| Returns for 3 years | 47.66 | 8.63 | 552% |
| Returns for 5 years | 107.31 | 35.51 | 302% |
| Returns for 10 years | 192.42 | 29.43 | 654% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers