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OIRDX vs VFINX
OIRDX vs VFINX Comparison
Open Charts OIRDX vs VFINX
Invesco Rising Dividends R6
Price$28.52
Change-$0.89 (-3.03%)
VolumeN/A
Net Assets3.42B
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
OIRDX vs VFINX Comparison Chart in %
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OIRDX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. OIRDX (3.42B). VFINX pays higher dividends than OIRDX: VFINX (1.01) vs OIRDX (0.91). OIRDX was incepted earlier than VFINX: OIRDX (14 years) vs VFINX (49 years). OIRDX (0.65) is less costly to investors than VFINX (0.14). OIRDX is a more actively managed with annual turnover of: 34.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OIRDX: VFINX (0) vs OIRDX (1000000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. OIRDX (9.06). VFINX return over 5 years is better than : 78.93 vs. OIRDX (25.49).
| OIRDX | VFINX | OIRDX / VFINX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 14 years | 49 years | - |
| Gain YTD | 1.242 | 1.131 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 1.48T | 0% |
| Annual Yield % from dividends | 0.91 | 1.01 | 90% |
| Returns for 1 year | 9.06 | 15.48 | 59% |
| Returns for 3 years | 27.50 | 67.54 | 41% |
| Returns for 5 years | 25.49 | 78.93 | 32% |
| Returns for 10 years | 85.90 | 268.63 | 32% |
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