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ONRDX vs VFIAX
ONRDX vs VFIAX Comparison
Open Charts ONRDX vs VFIAX
Invesco Rising Dividends R
Price$25.21
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets3.27B
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
ONRDX vs VFIAX Comparison Chart
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ONRDX vs. VFIAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. ONRDX (3.27B). 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 : 25.22 vs. ONRDX (8.68). VFIAX return over 5 years is better than : 84.80 vs. ONRDX (22.22).
| 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 | 3.218 | 3.541 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.35T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 8.68 | 25.22 | 34% |
| Returns for 3 years | 8.08 | 38.51 | 21% |
| Returns for 5 years | 22.22 | 84.80 | 26% |
| Returns for 10 years | 35.88 | 197.09 | 18% |