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FXAIX vs OIRDX
FXAIX vs OIRDX Comparison
Open Charts FXAIX vs OIRDX
Invesco Rising Dividends R6
Price$29.46
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets3.43B
FXAIX vs OIRDX Comparison Chart in %
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FXAIX vs. OIRDX commentary
Oct 08, 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 OIRDX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. OIRDX (3.43B). FXAIX pays higher dividends than OIRDX: FXAIX (1.12) vs OIRDX (0.99). FXAIX was incepted earlier than OIRDX: FXAIX (14 years) vs OIRDX (14 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 : 19.85 vs. OIRDX (5.98). FXAIX return over 5 years is better than : 110.49 vs. OIRDX (38.64).
| 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 | 14 years | - |
| Gain YTD | 15.710 | 15.446 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 3.43B | 21,109% |
| Annual Yield % from dividends | 1.12 | 0.99 | 114% |
| Returns for 1 year | 19.85 | 5.98 | 332% |
| Returns for 3 years | 93.47 | 45.36 | 206% |
| Returns for 5 years | 110.49 | 38.64 | 286% |
| Returns for 10 years | 268.48 | 70.05 | 383% |
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