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FXAIX vs OYRDX
FXAIX vs OYRDX Comparison
Open Charts FXAIX vs OYRDX
Invesco Rising Dividends Y
Price$28.42
Change+$0.20 (+0.71%)
VolumeN/A
Net Assets3.3B
FXAIX vs OYRDX Comparison Chart in %
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FXAIX vs. OYRDX commentary
Aug 09, 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 OYRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. OYRDX (3.3B). FXAIX pays higher dividends than OYRDX: FXAIX (1.19) vs OYRDX (1.00). FXAIX was incepted earlier than OYRDX: FXAIX (14 years) vs OYRDX (29 years). OYRDX (0.73) is less costly to investors than FXAIX (0.01). OYRDX is a more actively managed with annual turnover of: 31.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than OYRDX: FXAIX (0) vs OYRDX (1000). FXAIX annual gain was more profitable for investors over the last year : 20.75 vs. OYRDX (6.40). FXAIX return over 5 years is better than : 103.79 vs. OYRDX (36.03).
| FXAIX | OYRDX | FXAIX / OYRDX | |
| Total Expense Ratio | 0.01 | 0.73 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 2% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 8.578 | 9.430 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 3.3B | 20,685% |
| Annual Yield % from dividends | 1.19 | 1.00 | 119% |
| Returns for 1 year | 20.75 | 6.40 | 324% |
| Returns for 3 years | 60.79 | 22.70 | 268% |
| Returns for 5 years | 103.79 | 36.03 | 288% |
| Returns for 10 years | 233.86 | 52.97 | 442% |
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