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FXAIX vs OARDX
FXAIX vs OARDX Comparison
Open Charts FXAIX vs OARDX
Invesco Rising Dividends A
Price$27.28
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets3.36B
FXAIX vs OARDX Comparison Chart in %
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FXAIX vs. OARDX commentary
Sep 07, 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: 696B vs. OARDX (3.36B). FXAIX pays higher dividends than OARDX: FXAIX (1.16) vs OARDX (0.76). 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 : 19.32 vs. OARDX (4.67). FXAIX return over 5 years is better than : 103.70 vs. OARDX (32.52).
| 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 | 11.170 | 11.775 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 3.36B | 20,702% |
| Annual Yield % from dividends | 1.16 | 0.76 | 153% |
| Returns for 1 year | 19.32 | 4.67 | 414% |
| Returns for 3 years | 73.35 | 29.15 | 252% |
| Returns for 5 years | 103.70 | 32.52 | 319% |
| Returns for 10 years | 261.06 | 57.48 | 454% |