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FXAIX vs OIRDX
FXAIX vs OIRDX Comparison
Open Charts FXAIX vs OIRDX
Invesco Rising Dividends R6
Price$29.49
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
FXAIX vs OIRDX Comparison Chart
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FXAIX vs. OIRDX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. OIRDX (3.32B). 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 : 35.01 vs. OIRDX (23.41). FXAIX return over 5 years is better than : 106.23 vs. OIRDX (47.08).
| 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 | 26.958 | 22.862 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 3.32B | 17,883% |
| Annual Yield % from dividends | 1.31 | 1.09 | 120% |
| Returns for 1 year | 35.01 | 23.41 | 150% |
| Returns for 3 years | 33.85 | 5.77 | 587% |
| Returns for 5 years | 106.23 | 47.08 | 226% |
| Returns for 10 years | 218.70 | 51.62 | 424% |
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