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OIRDX vs VFFSX
OIRDX vs VFFSX Comparison
Open Charts OIRDX vs VFFSX
Invesco Rising Dividends R6
Price$28.47
Change-$1.94 (-6.38%)
VolumeN/A
Net Assets3.46B
Vanguard 500 Index Institutional Select
Price$338.49
Change+$0.70 (+0.21%)
VolumeN/A
Net Assets1.48T
OIRDX vs VFFSX Comparison Chart in %
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OIRDX vs. VFFSX commentary
Dec 13, 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 Hold and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.48T vs. OIRDX (3.46B). VFFSX pays higher dividends than OIRDX: VFFSX (1.13) vs OIRDX (0.96). 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 : 13.49 vs. OIRDX (-2.88). VFFSX return over 5 years is better than : 88.61 vs. OIRDX (30.08).
| 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 | 11.077 | 17.676 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.48T | 0% |
| Annual Yield % from dividends | 0.96 | 1.13 | 86% |
| Returns for 1 year | -2.88 | 13.49 | -21% |
| Returns for 3 years | 23.30 | 73.10 | 32% |
| Returns for 5 years | 30.08 | 88.61 | 34% |
| Returns for 10 years | 70.81 | N/A | - |
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