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OYRDX vs VFINX
OYRDX vs VFINX Comparison
Open Charts OYRDX vs VFINX
Invesco Rising Dividends Y
Price$27.31
Change-$0.37 (-1.34%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$500.18
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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OYRDX vs VFINX Comparison Chart
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OYRDX vs. VFINX commentary
Sep 08, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. OYRDX (3.1B). VFINX pays higher dividends than OYRDX: VFINX (1.24) vs OYRDX (1.02). OYRDX was incepted earlier than VFINX: OYRDX (28 years) vs VFINX (48 years). OYRDX is a more actively managed with annual turnover of: 29.00 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 : 23.24 vs. OYRDX (13.40). VFINX return over 5 years is better than : 84.65 vs. OYRDX (40.52).
| OYRDX | VFINX | OYRDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 48 years | - |
| Gain YTD | 14.660 | 15.673 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.24T | 0% |
| Annual Yield % from dividends | 1.02 | 1.24 | 83% |
| Returns for 1 year | 13.40 | 23.24 | 58% |
| Returns for 3 years | 1.02 | 21.35 | 5% |
| Returns for 5 years | 40.52 | 84.65 | 48% |
| Returns for 10 years | 43.11 | 177.57 | 24% |