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OYRDX vs VFIAX
OYRDX vs VFIAX Comparison
Open Charts OYRDX vs VFIAX
Invesco Rising Dividends Y
Price$26.53
Change-$0.14 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
OYRDX vs VFIAX Comparison Chart
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OYRDX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. OYRDX (3.28B). 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 : 27.64 vs. OYRDX (11.34). VFIAX return over 5 years is better than : 88.64 vs. OYRDX (31.25).
| 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 | 10.560 | 27.303 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 1.02 | 1.32 | 77% |
| Returns for 1 year | 11.34 | 27.64 | 41% |
| Returns for 3 years | 6.14 | 30.99 | 20% |
| Returns for 5 years | 31.25 | 88.64 | 35% |
| Returns for 10 years | 43.35 | 193.66 | 22% |
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