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RSDQX vs VFIAX
RSDQX vs VFIAX Comparison
Open Charts RSDQX vs VFIAX
Invesco Rising Dividends R5
Price$27.92
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets3.42B
Vanguard 500 Index Admiral
Price$616.67
Change+$3.00 (+0.49%)
VolumeN/A
Net Assets1.37T
RSDQX vs VFIAX Comparison Chart in %
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RSDQX vs. VFIAX commentary
Sep 22, 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 RSDQX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. RSDQX (3.42B). VFIAX pays higher dividends than RSDQX: VFIAX (1.16) vs RSDQX (1.05). RSDQX was incepted earlier than VFIAX: RSDQX (6 years) vs VFIAX (25 years). RSDQX (0.65) is less costly to investors than VFIAX (0.04). RSDQX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than RSDQX: VFIAX (3000) vs RSDQX (1000000). VFIAX annual gain was more profitable for investors over the last year : 16.69 vs. RSDQX (4.45). VFIAX return over 5 years is better than : 100.81 vs. RSDQX (39.81).
| RSDQX | VFIAX | RSDQX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 14.729 | 13.643 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.16 | 90% |
| Returns for 1 year | 4.45 | 16.69 | 27% |
| Returns for 3 years | 35.26 | 72.85 | 48% |
| Returns for 5 years | 39.81 | 100.81 | 39% |
| Returns for 10 years | N/A | 244.73 | - |
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