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OIRDX vs VFINX
OIRDX vs VFINX Comparison
Open Charts OIRDX vs VFINX
Invesco Rising Dividends R6
Price$28.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.44B
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
OIRDX vs VFINX Comparison Chart in %
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OIRDX vs. VFINX commentary
Dec 27, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. OIRDX (3.44B). VFINX pays higher dividends than OIRDX: VFINX (1.02) vs OIRDX (0.96). 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: 31.00 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 : 14.84 vs. OIRDX (8.97). VFINX return over 5 years is better than : 87.51 vs. OIRDX (28.58).
| 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 | 11.077 | 17.904 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 1.48T | 0% |
| Annual Yield % from dividends | 0.96 | 1.02 | 94% |
| Returns for 1 year | 8.97 | 14.84 | 60% |
| Returns for 3 years | 32.92 | 80.65 | 41% |
| Returns for 5 years | 28.58 | 87.51 | 33% |
| Returns for 10 years | 67.70 | 237.26 | 29% |