Interact to see
Advertisement
Advertisement
RSDQX vs VFIAX
RSDQX vs VFIAX Comparison
Open Charts RSDQX vs VFIAX
Invesco Rising Dividends R5
Price$28.61
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets3.44B
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
RSDQX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RSDQX vs. VFIAX commentary
Dec 04, 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 RSDQX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. RSDQX (3.45B). VFIAX pays higher dividends than RSDQX: VFIAX (1.11) vs RSDQX (0.96). RSDQX was incepted earlier than VFIAX: RSDQX (7 years) vs VFIAX (25 years). RSDQX (0.65) is less costly to investors than VFIAX (0.04). RSDQX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than RSDQX: VFIAX (3000) vs RSDQX (1000000). VFIAX annual gain was more profitable for investors over the last year : 12.70 vs. RSDQX (1.47). VFIAX return over 5 years is better than : 85.88 vs. RSDQX (33.09).
| RSDQX | VFIAX | RSDQX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 17.292 | 16.106 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 1.46T | 0% |
| Annual Yield % from dividends | 0.96 | 1.11 | 87% |
| Returns for 1 year | 1.47 | 12.70 | 12% |
| Returns for 3 years | 27.66 | 67.36 | 41% |
| Returns for 5 years | 33.09 | 85.88 | 39% |
| Returns for 10 years | N/A | 225.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement