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OYRDX vs VFFSX
OYRDX vs VFFSX Comparison
Open Charts OYRDX vs VFFSX
Invesco Rising Dividends Y
Price$26.53
Change-$0.14 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
OYRDX vs VFFSX Comparison Chart
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OYRDX vs. VFFSX commentary
Dec 19, 2024
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 OYRDX is a StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. OYRDX (3.28B). VFFSX pays higher dividends than OYRDX: VFFSX (1.33) vs OYRDX (1.02). OYRDX was incepted earlier than VFFSX: OYRDX (28 years) vs VFFSX (8 years). OYRDX is a more actively managed with annual turnover of: 29.00 vs. VFFSX (2.00). OYRDX has a lower initial minimum investment than VFFSX: OYRDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 27.66 vs. OYRDX (11.34). VFFSX return over 5 years is better than : 88.73 vs. OYRDX (31.25).
| OYRDX | VFFSX | OYRDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 10.560 | 27.330 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 1.02 | 1.33 | 77% |
| Returns for 1 year | 11.34 | 27.66 | 41% |
| Returns for 3 years | 6.14 | 31.05 | 20% |
| Returns for 5 years | 31.25 | 88.73 | 35% |
| Returns for 10 years | 43.35 | N/A | - |
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