Ad is loading...
OYRDX vs VFIAX
OYRDX vs VFIAX Comparison
Open Charts OYRDX vs VFIAX
Invesco Rising Dividends Y
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.87B
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
OYRDX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OYRDX vs. VFIAX commentary
Apr 18, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. OYRDX (2.87B). VFIAX pays higher dividends than OYRDX: VFIAX (1.35) vs OYRDX (1.10). OYRDX was incepted earlier than VFIAX: OYRDX (28 years) vs VFIAX (24 years). OYRDX (0.73) is less costly to investors than VFIAX (0.04). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). OYRDX has a lower initial minimum investment than VFIAX: OYRDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.09 vs. OYRDX (-4.34). VFIAX return over 5 years is better than : 83.58 vs. OYRDX (33.84).
| OYRDX | VFIAX | OYRDX / VFIAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -7.203 | -10.261 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 1.32T | 0% |
| Annual Yield % from dividends | 1.10 | 1.35 | 82% |
| Returns for 1 year | -4.34 | 5.09 | -85% |
| Returns for 3 years | -1.51 | 20.21 | -7% |
| Returns for 5 years | 33.84 | 83.58 | 40% |
| Returns for 10 years | 29.28 | 151.59 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...