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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$26.29
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.22B
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
OIRDX vs VFFSX Comparison Chart
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OIRDX vs. VFFSX commentary
Jan 19, 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 OIRDX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. OIRDX (3.22B). VFFSX pays higher dividends than OIRDX: VFFSX (1.33) vs OIRDX (1.09). OIRDX was incepted earlier than VFFSX: OIRDX (13 years) vs VFFSX (9 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 : 25.56 vs. OIRDX (10.19). VFFSX return over 5 years is better than : 80.32 vs. OIRDX (25.43).
| OIRDX | VFFSX | OIRDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 1.781 | 2.012 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.35T | 0% |
| Annual Yield % from dividends | 1.09 | 1.33 | 82% |
| Returns for 1 year | 10.19 | 25.56 | 40% |
| Returns for 3 years | 6.85 | 31.20 | 22% |
| Returns for 5 years | 25.43 | 80.32 | 32% |
| Returns for 10 years | 48.05 | N/A | - |
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