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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$28.82
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard 500 Index Institutional Select
Price$318.54
Change+$0.69 (+0.22%)
VolumeN/A
Net Assets1.37T
OIRDX vs VFFSX Comparison Chart in %
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OIRDX vs. VFFSX commentary
Sep 09, 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 OIRDX is a StrongBuy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. OIRDX (3.35B). VFFSX pays higher dividends than OIRDX: VFFSX (1.18) vs OIRDX (1.05). OIRDX was incepted earlier than VFFSX: OIRDX (14 years) vs VFFSX (9 years). OIRDX (0.65) is less costly to investors than VFFSX (0.01). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). OIRDX has a lower initial minimum investment than VFFSX: OIRDX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 20.18 vs. OIRDX (7.15). VFFSX return over 5 years is better than : 91.26 vs. OIRDX (37.36).
| OIRDX | VFFSX | OIRDX / VFFSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 12.192 | 10.725 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.18 | 89% |
| Returns for 1 year | 7.15 | 20.18 | 35% |
| Returns for 3 years | 27.38 | 59.80 | 46% |
| Returns for 5 years | 37.36 | 91.26 | 41% |
| Returns for 10 years | 68.23 | N/A | - |
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