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OYRDX vs VFIAX
OYRDX vs VFIAX Comparison
Open Charts OYRDX vs VFIAX
Invesco Rising Dividends Y
Price$26.39
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.22B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
OYRDX vs VFIAX Comparison Chart
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OYRDX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. OYRDX (3.22B). VFIAX pays higher dividends than OYRDX: VFIAX (1.32) vs OYRDX (1.02). OYRDX was incepted earlier than VFIAX: OYRDX (28 years) vs VFIAX (24 years). OYRDX is a more actively managed with annual turnover of: 29.00 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 : 25.54 vs. OYRDX (10.16). VFIAX return over 5 years is better than : 80.23 vs. OYRDX (24.95).
| OYRDX | VFIAX | OYRDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 1.813 | 2.010 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.35T | 0% |
| Annual Yield % from dividends | 1.02 | 1.32 | 77% |
| Returns for 1 year | 10.16 | 25.54 | 40% |
| Returns for 3 years | 6.65 | 31.13 | 21% |
| Returns for 5 years | 24.95 | 80.23 | 31% |
| Returns for 10 years | 46.72 | 196.98 | 24% |
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