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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$24.23
Change+$0.34 (+1.42%)
VolumeN/A
Net Assets2.86B
Vanguard 500 Index Institutional Select
Price$263.14
Change+$4.32 (+1.67%)
VolumeN/A
Net Assets1.32T
OIRDX vs VFFSX Comparison Chart
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OIRDX vs. VFFSX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. OIRDX (2.86B). 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 : 4.34 vs. OIRDX (-5.56). VFFSX return over 5 years is better than : 86.55 vs. OIRDX (36.80).
| 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 | -7.248 | -10.041 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.32T | 0% |
| Annual Yield % from dividends | 1.18 | 1.36 | 87% |
| Returns for 1 year | -5.56 | 4.34 | -128% |
| Returns for 3 years | 1.01 | 23.94 | 4% |
| Returns for 5 years | 36.80 | 86.55 | 43% |
| Returns for 10 years | 29.43 | N/A | - |