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OIRDX vs VFINX
OIRDX vs VFINX Comparison
Open Charts OIRDX vs VFINX
Invesco Rising Dividends R6
Price$29.46
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets3.43B
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
OIRDX vs VFINX Comparison Chart in %
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OIRDX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. OIRDX (3.43B). VFINX pays higher dividends than OIRDX: VFINX (1.05) vs OIRDX (0.99). OIRDX was incepted earlier than VFINX: OIRDX (14 years) vs VFINX (49 years). OIRDX (0.65) is less costly to investors than VFINX (0.14). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OIRDX: VFINX (0) vs OIRDX (1000000). VFINX annual gain was more profitable for investors over the last year : 18.40 vs. OIRDX (5.98). VFINX return over 5 years is better than : 95.79 vs. OIRDX (38.64).
| OIRDX | VFINX | OIRDX / VFINX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 14 years | 49 years | - |
| Gain YTD | 15.446 | 14.677 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 1.41T | 0% |
| Annual Yield % from dividends | 0.99 | 1.05 | 94% |
| Returns for 1 year | 5.98 | 18.40 | 33% |
| Returns for 3 years | 45.36 | 85.42 | 53% |
| Returns for 5 years | 38.64 | 95.79 | 40% |
| Returns for 10 years | 70.05 | 235.08 | 30% |
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