Ad is loading...
OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$25.74
Change-$0.69 (-2.61%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
OIRDX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VFFSX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. OIRDX (3.28B). 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 : 27.66 vs. OIRDX (11.42). VFFSX return over 5 years is better than : 88.73 vs. OIRDX (31.78).
| 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 | 10.596 | 27.330 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 1.09 | 1.33 | 82% |
| Returns for 1 year | 11.42 | 27.66 | 41% |
| Returns for 3 years | 6.33 | 31.05 | 20% |
| Returns for 5 years | 31.78 | 88.73 | 36% |
| Returns for 10 years | 44.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...