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ONRDX vs VFINX
ONRDX vs VFINX Comparison
Open Charts ONRDX vs VFINX
Invesco Rising Dividends R
Price$21.54
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.07B
Vanguard 500 Index Investor
Price$467.22
Change-$1.09 (-0.23%)
VolumeN/A
Net Assets1.32T
ONRDX vs VFINX Comparison Chart
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ONRDX vs. VFINX commentary
Apr 09, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. ONRDX (3.07B). VFINX pays higher dividends than ONRDX: VFINX (1.24) vs ONRDX (0.61). ONRDX was incepted earlier than VFINX: ONRDX (24 years) vs VFINX (49 years). ONRDX (1.23) is less costly to investors than VFINX (0.14). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ONRDX: VFINX (0) vs ONRDX (1000). VFINX annual gain was more profitable for investors over the last year : -2.69 vs. ONRDX (-12.08). VFINX return over 5 years is better than : 84.15 vs. ONRDX (28.36).
| ONRDX | VFINX | ONRDX / VFINX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | -10.773 | -13.919 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.32T | 0% |
| Annual Yield % from dividends | 0.61 | 1.24 | 49% |
| Returns for 1 year | -12.08 | -2.69 | 449% |
| Returns for 3 years | -9.73 | 12.85 | -76% |
| Returns for 5 years | 28.36 | 84.15 | 34% |
| Returns for 10 years | 15.18 | 141.20 | 11% |
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