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OIRDX vs VFIAX
OIRDX vs VFIAX Comparison
Open Charts OIRDX vs VFIAX
Invesco Rising Dividends R6
Price$29.40
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets3.39B
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
OIRDX vs VFIAX Comparison Chart in %
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OIRDX vs. VFIAX commentary
Oct 19, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. OIRDX (3.39B). VFIAX pays higher dividends than OIRDX: VFIAX (1.14) vs OIRDX (0.99). OIRDX was incepted earlier than VFIAX: OIRDX (14 years) vs VFIAX (25 years). OIRDX (0.65) is less costly to investors than VFIAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than OIRDX: VFIAX (3000) vs OIRDX (1000000). VFIAX annual gain was more profitable for investors over the last year : 14.15 vs. OIRDX (2.65). VFIAX return over 5 years is better than : 91.55 vs. OIRDX (36.24).
| OIRDX | VFIAX | OIRDX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 14.705 | 13.413 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 1.41T | 0% |
| Annual Yield % from dividends | 0.99 | 1.14 | 87% |
| Returns for 1 year | 2.65 | 14.15 | 19% |
| Returns for 3 years | 41.15 | 79.39 | 52% |
| Returns for 5 years | 36.24 | 91.55 | 40% |
| Returns for 10 years | 67.86 | 228.70 | 30% |
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