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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$24.40
Change-$1.06 (-4.16%)
VolumeN/A
Net Assets3.07B
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
OIRDX vs VFFSX Comparison Chart
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OIRDX vs. VFFSX commentary
Apr 04, 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: 1.4T vs. OIRDX (3.07B). VFFSX pays higher dividends than OIRDX: VFFSX (1.36) vs OIRDX (1.18). OIRDX was incepted earlier than VFFSX: OIRDX (13 years) vs VFFSX (9 years). OIRDX (0.65) is less costly to investors than VFFSX (0.01). OIRDX is a more actively managed with annual turnover of: 31.00 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 : 8.88 vs. OIRDX (-1.84). VFFSX return over 5 years is better than : 128.09 vs. OIRDX (65.14).
| OIRDX | VFFSX | OIRDX / VFFSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -1.153 | -3.583 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.4T | 0% |
| Annual Yield % from dividends | 1.18 | 1.36 | 87% |
| Returns for 1 year | -1.84 | 8.88 | -21% |
| Returns for 3 years | 1.96 | 23.90 | 8% |
| Returns for 5 years | 65.14 | 128.09 | 51% |
| Returns for 10 years | 40.22 | N/A | - |
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