Ad is loading...
FXAIX vs OIRDX
FXAIX vs OIRDX Comparison
Open Charts FXAIX vs OIRDX
Invesco Rising Dividends R6
Price$26.51
Change-$0.42 (-1.56%)
VolumeN/A
Net Assets3.23B
FXAIX vs OIRDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. OIRDX commentary
Feb 23, 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 StrongBuy and OIRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. OIRDX (3.23B). 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 : 19.81 vs. OIRDX (4.09). FXAIX return over 5 years is better than : 94.76 vs. OIRDX (25.92).
| 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 | 2.419 | 2.633 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 3.23B | 19,814% |
| Annual Yield % from dividends | 1.31 | 1.09 | 120% |
| Returns for 1 year | 19.81 | 4.09 | 485% |
| Returns for 3 years | 46.26 | 12.82 | 361% |
| Returns for 5 years | 94.76 | 25.92 | 366% |
| Returns for 10 years | 208.81 | 42.20 | 495% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDOBX | 10.12 | -0.03 | -0.30% |
| Morgan Stanley Developing Opportunity C | |||
| MCFOX | 5.58 | -0.14 | -2.45% |
| BlackRock Large Cap Focus Growth Inv C | |||
| TRDFX | 12.26 | -0.31 | -2.47% |
| Steward Values Enhanced SmMidCapA | |||
| TRZZX | 56.71 | -1.48 | -2.54% |
| T. Rowe Price Small-Cap Stock Z | |||
| SENAX | 48.98 | -2.05 | -4.02% |
| Allspring Mid Cap Growth Fund - Cl A | |||