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FXAIX vs OIRDX
FXAIX vs OIRDX Comparison
Open Charts FXAIX vs OIRDX
Invesco Rising Dividends R6
Price$26.29
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.22B
FXAIX vs OIRDX Comparison Chart
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FXAIX vs. OIRDX commentary
Jan 19, 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: 619B vs. OIRDX (3.22B). FXAIX pays higher dividends than OIRDX: FXAIX (1.31) vs OIRDX (1.09). FXAIX was incepted earlier than OIRDX: FXAIX (14 years) vs OIRDX (13 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (3.00). 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 : 27.15 vs. OIRDX (10.19). FXAIX return over 5 years is better than : 94.81 vs. OIRDX (25.43).
| FXAIX | OIRDX | FXAIX / OIRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 2.013 | 1.781 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 3.22B | 19,206% |
| Annual Yield % from dividends | 1.31 | 1.09 | 120% |
| Returns for 1 year | 27.15 | 10.19 | 266% |
| Returns for 3 years | 37.22 | 6.85 | 544% |
| Returns for 5 years | 94.81 | 25.43 | 373% |
| Returns for 10 years | 222.48 | 48.05 | 463% |
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