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ONRDX vs VFIAX
ONRDX vs VFIAX Comparison
Open Charts ONRDX vs VFIAX
Invesco Rising Dividends R
Price$22.90
Change-$1.00 (-4.18%)
VolumeN/A
Net Assets3.07B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
ONRDX vs VFIAX Comparison Chart
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ONRDX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. ONRDX (3.07B). VFIAX pays higher dividends than ONRDX: VFIAX (1.35) vs ONRDX (0.61). ONRDX was incepted earlier than VFIAX: ONRDX (24 years) vs VFIAX (24 years). ONRDX (1.23) is less costly to investors than VFIAX (0.04). ONRDX is a more actively managed with annual turnover of: 31.00 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 : 8.85 vs. ONRDX (-3.00). VFIAX return over 5 years is better than : 127.96 vs. ONRDX (57.39).
| ONRDX | VFIAX | ONRDX / VFIAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -1.272 | -3.588 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.4T | 0% |
| Annual Yield % from dividends | 0.61 | 1.35 | 45% |
| Returns for 1 year | -3.00 | 8.85 | -34% |
| Returns for 3 years | -1.01 | 23.83 | -4% |
| Returns for 5 years | 57.39 | 127.96 | 45% |
| Returns for 10 years | 28.60 | 173.02 | 17% |
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