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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$28.45
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard 500 Index Institutional Select
Price$312.81
Change+$0.05 (+0.02%)
VolumeN/A
Net Assets1.49T
OIRDX vs VFFSX Comparison Chart in %
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OIRDX vs. VFFSX commentary
Jul 29, 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: 1.49T vs. OIRDX (3.35B). 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 : 17.13 vs. OIRDX (5.42). VFFSX return over 5 years is better than : 96.38 vs. OIRDX (41.78).
| 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 | 10.751 | 8.733 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.49T | 0% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 5.42 | 17.13 | 32% |
| Returns for 3 years | 24.01 | 54.88 | 44% |
| Returns for 5 years | 41.78 | 96.38 | 43% |
| Returns for 10 years | 54.33 | N/A | - |
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