Ad is loading...
OYRDX vs VFFSX
OYRDX vs VFFSX Comparison
Open Charts OYRDX vs VFFSX
Invesco Rising Dividends Y
Price$26.39
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.22B
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
OYRDX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OYRDX vs. VFFSX commentary
Jan 19, 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 OYRDX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. OYRDX (3.22B). VFFSX pays higher dividends than OYRDX: VFFSX (1.33) vs OYRDX (1.02). OYRDX was incepted earlier than VFFSX: OYRDX (28 years) vs VFFSX (9 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 : 25.56 vs. OYRDX (10.16). VFFSX return over 5 years is better than : 80.32 vs. OYRDX (24.95).
| OYRDX | VFFSX | OYRDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 1.813 | 2.012 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.35T | 0% |
| Annual Yield % from dividends | 1.02 | 1.33 | 77% |
| Returns for 1 year | 10.16 | 25.56 | 40% |
| Returns for 3 years | 6.65 | 31.20 | 21% |
| Returns for 5 years | 24.95 | 80.32 | 31% |
| Returns for 10 years | 46.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MADSX | 25.58 | 0.36 | +1.43% |
| Morgan Stanley Inst Advantage R6 | |||
| GLFOX | 15.81 | 0.12 | +0.76% |
| Lazard Global Listed Infrastructure Open | |||
| TEGCX | 13.72 | 0.07 | +0.51% |
| Touchstone Sands Cptl Emerg Mkts Gr C | |||
| EADIX | 17.02 | 0.07 | +0.41% |
| Eaton Vance Global Equity Income A | |||
| MEPSX | 11.16 | 0.03 | +0.27% |
| MassMutual Disciplined Value R5 | |||