Ad is loading...
OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$26.51
Change-$0.42 (-1.56%)
VolumeN/A
Net Assets3.23B
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
OIRDX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VFFSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. OIRDX (3.23B). 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 : 18.30 vs. OIRDX (4.09). VFFSX return over 5 years is better than : 80.28 vs. OIRDX (25.92).
| 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 | 2.633 | 2.419 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.41T | 0% |
| Annual Yield % from dividends | 1.09 | 1.33 | 82% |
| Returns for 1 year | 4.09 | 18.30 | 22% |
| Returns for 3 years | 12.82 | 39.85 | 32% |
| Returns for 5 years | 25.92 | 80.28 | 32% |
| Returns for 10 years | 42.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...