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OYRDX vs VFINX
OYRDX vs VFINX Comparison
Open Charts OYRDX vs VFINX
Invesco Rising Dividends Y
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.87B
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
OYRDX vs VFINX Comparison Chart
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OYRDX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. OYRDX (2.87B). VFINX pays higher dividends than OYRDX: VFINX (1.24) vs OYRDX (1.10). OYRDX was incepted earlier than VFINX: OYRDX (28 years) vs VFINX (49 years). OYRDX (0.73) is less costly to investors than VFINX (0.14). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OYRDX: VFINX (0) vs OYRDX (1000). VFINX annual gain was more profitable for investors over the last year : 5.09 vs. OYRDX (-4.34). VFINX return over 5 years is better than : 83.59 vs. OYRDX (33.84).
| OYRDX | VFINX | OYRDX / VFINX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | -7.203 | -10.262 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 1.32T | 0% |
| Annual Yield % from dividends | 1.10 | 1.24 | 89% |
| Returns for 1 year | -4.34 | 5.09 | -85% |
| Returns for 3 years | -1.51 | 20.21 | -7% |
| Returns for 5 years | 33.84 | 83.59 | 40% |
| Returns for 10 years | 29.28 | 151.62 | 19% |
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