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ONRDX vs VFFSX
ONRDX vs VFFSX Comparison
Open Charts ONRDX vs VFFSX
Invesco Rising Dividends R
Price$22.90
Change-$1.00 (-4.18%)
VolumeN/A
Net Assets3.07B
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
ONRDX vs VFFSX Comparison Chart
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ONRDX vs. VFFSX commentary
Apr 05, 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 ONRDX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. ONRDX (3.07B). VFFSX pays higher dividends than ONRDX: VFFSX (1.36) vs ONRDX (0.61). ONRDX was incepted earlier than VFFSX: ONRDX (24 years) vs VFFSX (9 years). ONRDX (1.23) is less costly to investors than VFFSX (0.01). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). ONRDX has a lower initial minimum investment than VFFSX: ONRDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 8.88 vs. ONRDX (-3.00). VFFSX return over 5 years is better than : 128.09 vs. ONRDX (57.39).
| ONRDX | VFFSX | ONRDX / VFFSX | |
| Total Expense Ratio | 1.23 | 0.01 | 12,300% |
| Annual Report Gross Expense Ratio | 1.23 | 0.01 | 12,300% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -1.272 | -3.583 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.4T | 0% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | -3.00 | 8.88 | -34% |
| Returns for 3 years | -1.01 | 23.90 | -4% |
| Returns for 5 years | 57.39 | 128.09 | 45% |
| Returns for 10 years | 28.60 | N/A | - |
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