Ad is loading...
OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$29.49
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$293.16
Change+$0.08 (+0.03%)
VolumeN/A
CapitalizationN/A
OIRDX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VFFSX 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 OIRDX is a StrongBuy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.28T vs. OIRDX (3.32B). VFFSX pays higher dividends than OIRDX: VFFSX (1.33) vs OIRDX (1.09). OIRDX was incepted earlier than VFFSX: OIRDX (13 years) vs VFFSX (8 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. VFFSX (2.00). OIRDX has a lower initial minimum investment than VFFSX: OIRDX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 35.73 vs. OIRDX (23.41). VFFSX return over 5 years is better than : 93.30 vs. OIRDX (47.08).
| OIRDX | VFFSX | OIRDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 22.862 | 25.717 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.28T | 0% |
| Annual Yield % from dividends | 1.09 | 1.33 | 82% |
| Returns for 1 year | 23.41 | 35.73 | 66% |
| Returns for 3 years | 5.77 | 27.86 | 21% |
| Returns for 5 years | 47.08 | 93.30 | 50% |
| Returns for 10 years | 51.62 | N/A | - |
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 % |
| WCPSX | 37.33 | 0.25 | +0.67% |
| Communication Services UltraSectorProSvc | |||
| WLGRX | 34.58 | 0.07 | +0.20% |
| Delaware Ivy Large Cap Growth Fund R | |||
| SFSNX | 19.31 | N/A | N/A |
| Schwab Fundamental US Small Company Idx | |||
| JNVIX | 20.85 | -0.08 | -0.38% |
| Jensen Quality Mid Cap I | |||
| MDLVX | 32.75 | -0.18 | -0.55% |
| BlackRock Advantage Large Cap Val Inv A | |||