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OIRDX vs VFIAX
OIRDX vs VFIAX Comparison
Open Charts OIRDX vs VFIAX
Invesco Rising Dividends R6
Price$29.46
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets3.43B
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
OIRDX vs VFIAX Comparison Chart in %
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OIRDX vs. VFIAX commentary
Oct 08, 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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. OIRDX (3.43B). VFIAX pays higher dividends than OIRDX: VFIAX (1.14) vs OIRDX (0.99). OIRDX was incepted earlier than VFIAX: OIRDX (14 years) vs VFIAX (25 years). OIRDX (0.65) is less costly to investors than VFIAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than OIRDX: VFIAX (3000) vs OIRDX (1000000). VFIAX annual gain was more profitable for investors over the last year : 18.41 vs. OIRDX (5.98). VFIAX return over 5 years is better than : 95.80 vs. OIRDX (38.64).
| OIRDX | VFIAX | OIRDX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 15.446 | 14.679 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 1.41T | 0% |
| Annual Yield % from dividends | 0.99 | 1.14 | 87% |
| Returns for 1 year | 5.98 | 18.41 | 33% |
| Returns for 3 years | 45.36 | 85.44 | 53% |
| Returns for 5 years | 38.64 | 95.80 | 40% |
| Returns for 10 years | 70.05 | 235.06 | 30% |
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