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OPTFX vs VIGAX
OPTFX vs VIGAX Comparison
Open Charts OPTFX vs VIGAX
Invesco Discovery Large Cap A
Price$77.50
Change-$0.16 (-0.21%)
VolumeN/A
Net Assets5.25B
Vanguard Growth Index Admiral
Price$199.58
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets269.26B
OPTFX vs VIGAX Comparison Chart
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OPTFX vs. VIGAX commentary
May 12, 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 OPTFX is a Buy and VIGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGAX has more cash in the bank: 269B vs. OPTFX (5.26B). VIGAX pays higher dividends than OPTFX: VIGAX (0.50) vs OPTFX (0.00). OPTFX was incepted earlier than VIGAX: OPTFX (44 years) vs VIGAX (25 years). OPTFX (0.94) is less costly to investors than VIGAX (0.05). OPTFX is a more actively managed with annual turnover of: 55.00 vs. VIGAX (11.00). OPTFX has a lower initial minimum investment than VIGAX: OPTFX (1000) vs VIGAX (3000). VIGAX annual gain was more profitable for investors over the last year : 12.82 vs. OPTFX (4.91). VIGAX return over 5 years is better than : 109.54 vs. OPTFX (39.72).
| OPTFX | VIGAX | OPTFX / VIGAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 44 years | 25 years | - |
| Gain YTD | -7.551 | -5.511 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 269B | 2% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 4.91 | 12.82 | 38% |
| Returns for 3 years | 48.64 | 63.99 | 76% |
| Returns for 5 years | 39.72 | 109.54 | 36% |
| Returns for 10 years | 26.03 | 259.34 | 10% |
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