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ONRDX vs VFIAX
ONRDX vs VFIAX Comparison
Open Charts ONRDX vs VFIAX
Invesco Rising Dividends R
Price$24.87
Change-$0.39 (-1.54%)
VolumeN/A
Net Assets3.23B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
ONRDX vs VFIAX Comparison Chart
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ONRDX vs. VFIAX commentary
Feb 23, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. ONRDX (3.23B). VFIAX pays higher dividends than ONRDX: VFIAX (1.32) vs ONRDX (0.58). ONRDX was incepted earlier than VFIAX: ONRDX (24 years) vs VFIAX (24 years). ONRDX is a more actively managed with annual turnover of: 29.00 vs. VFIAX (2.00). ONRDX has a lower initial minimum investment than VFIAX: ONRDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. ONRDX (2.88). VFIAX return over 5 years is better than : 80.17 vs. ONRDX (20.00).
| ONRDX | VFIAX | ONRDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.599 | 2.414 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 2.88 | 18.28 | 16% |
| Returns for 3 years | 9.52 | 39.78 | 24% |
| Returns for 5 years | 20.00 | 80.17 | 25% |
| Returns for 10 years | 30.62 | 184.37 | 17% |
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