Ad is loading...
FXAIX vs OIRDX
FXAIX vs OIRDX Comparison
Open Charts FXAIX vs OIRDX
Invesco Rising Dividends R6
Price$24.40
Change-$1.06 (-4.16%)
VolumeN/A
Net Assets3.07B
FXAIX vs OIRDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. OIRDX commentary
Apr 04, 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 Hold and OIRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. OIRDX (3.07B). FXAIX pays higher dividends than OIRDX: FXAIX (1.30) vs OIRDX (1.18). FXAIX was incepted earlier than OIRDX: FXAIX (14 years) vs OIRDX (13 years). OIRDX (0.65) is less costly to investors than FXAIX (0.01). OIRDX is a more actively managed with annual turnover of: 31.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than OIRDX: FXAIX (0) vs OIRDX (1000000). FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. OIRDX (-1.84). FXAIX return over 5 years is better than : 146.07 vs. OIRDX (65.14).
| FXAIX | OIRDX | FXAIX / OIRDX | |
| Total Expense Ratio | 0.01 | 0.65 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.65 | 2% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -3.262 | -1.153 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 3.07B | 19,479% |
| Annual Yield % from dividends | 1.30 | 1.18 | 110% |
| Returns for 1 year | 10.29 | -1.84 | -558% |
| Returns for 3 years | 29.57 | 1.96 | 1,510% |
| Returns for 5 years | 146.07 | 65.14 | 224% |
| Returns for 10 years | 197.24 | 40.22 | 490% |
View a ticker or compare two or three
VS
VS
Ad is loading...