Interact to see
Advertisement
Advertisement
OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard 500 Index Institutional Select
Price$307.28
Change+$2.59 (+0.85%)
VolumeN/A
Net Assets1.43T
OIRDX vs VFFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VFFSX commentary
Jul 07, 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 Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. OIRDX (3.31B). VFFSX pays higher dividends than OIRDX: VFFSX (1.23) vs OIRDX (1.09). OIRDX was incepted earlier than VFFSX: OIRDX (13 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 : 13.52 vs. OIRDX (3.64). VFFSX return over 5 years is better than : 100.98 vs. OIRDX (46.32).
| 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 | 13 years | 9 years | - |
| Gain YTD | 8.922 | 6.811 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.43T | 0% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 3.64 | 13.52 | 27% |
| Returns for 3 years | 30.62 | 64.43 | 48% |
| Returns for 5 years | 46.32 | 100.98 | 46% |
| Returns for 10 years | 54.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement