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OIRDX vs VFINX
OIRDX vs VFINX Comparison
Open Charts OIRDX vs VFINX
Invesco Rising Dividends R6
Price$29.62
Change-$0.43 (-1.43%)
VolumeN/A
Net Assets3.39B
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
OIRDX vs VFINX Comparison Chart in %
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OIRDX vs. VFINX commentary
Nov 14, 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 Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. OIRDX (3.4B). VFINX (1.02) and OIRDX (0.98) have matching dividends . 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 : 12.61 vs. OIRDX (1.60). VFINX return over 5 years is better than : 88.05 vs. OIRDX (34.32).
| 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 | 15.563 | 14.710 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 1.46T | 0% |
| Annual Yield % from dividends | 0.98 | 1.02 | 95% |
| Returns for 1 year | 1.60 | 12.61 | 13% |
| Returns for 3 years | 32.13 | 70.37 | 46% |
| Returns for 5 years | 34.32 | 88.05 | 39% |
| Returns for 10 years | 66.20 | 228.28 | 29% |