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OIRDX vs VFIAX
OIRDX vs VFIAX Comparison
Open Charts OIRDX vs VFIAX
Invesco Rising Dividends R6
Price$28.52
Change-$0.89 (-3.03%)
VolumeN/A
Net Assets3.42B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
OIRDX vs VFIAX Comparison Chart in %
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OIRDX vs. VFIAX commentary
Feb 04, 2026
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. OIRDX (3.42B). VFIAX pays higher dividends than OIRDX: VFIAX (1.10) vs OIRDX (0.91). 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: 34.00 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 : 15.49 vs. OIRDX (9.06). VFIAX return over 5 years is better than : 78.94 vs. OIRDX (25.49).
| 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 | 1.242 | 1.141 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 1.48T | 0% |
| Annual Yield % from dividends | 0.91 | 1.10 | 82% |
| Returns for 1 year | 9.06 | 15.49 | 59% |
| Returns for 3 years | 27.50 | 67.56 | 41% |
| Returns for 5 years | 25.49 | 78.94 | 32% |
| Returns for 10 years | 85.90 | 268.61 | 32% |
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