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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets3.16B
Vanguard 500 Index Institutional Select
Price$291.21
Change-$1.53 (-0.52%)
VolumeN/A
Net Assets1.43T
OIRDX vs VFFSX Comparison Chart
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OIRDX vs. VFFSX commentary
Jun 07, 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: 1.43T vs. OIRDX (3.16B). VFFSX pays higher dividends than OIRDX: VFFSX (1.29) vs OIRDX (1.13). 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 : 11.57 vs. OIRDX (0.45). VFFSX return over 5 years is better than : 86.89 vs. OIRDX (35.31).
| 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 | 3.584 | 1.749 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.43T | 0% |
| Annual Yield % from dividends | 1.13 | 1.29 | 88% |
| Returns for 1 year | 0.45 | 11.57 | 4% |
| Returns for 3 years | 16.45 | 44.96 | 37% |
| Returns for 5 years | 35.31 | 86.89 | 41% |
| Returns for 10 years | 46.37 | N/A | - |
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