Interact to see
Advertisement
Advertisement
OIRDX vs VITSX
OIRDX vs VITSX Comparison
Open Charts OIRDX vs VITSX
Invesco Rising Dividends R6
Price$28.11
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Market Idx I
Price$151.37
Change-$0.13 (-0.09%)
VolumeN/A
Net Assets1.91T
OIRDX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VITSX commentary
Aug 08, 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 VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. OIRDX (3.31B). VITSX pays higher dividends than OIRDX: VITSX (1.19) vs OIRDX (1.07). OIRDX was incepted earlier than VITSX: OIRDX (13 years) vs VITSX (28 years). OIRDX (0.65) is less costly to investors than VITSX (0.03). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VITSX (2.00). OIRDX has a lower initial minimum investment than VITSX: OIRDX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 21.78 vs. OIRDX (9.06). VITSX return over 5 years is better than : 83.92 vs. OIRDX (36.78).
| OIRDX | VITSX | OIRDX / VITSX | |
| Total Expense Ratio | 0.65 | 0.03 | 2,167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.03 | 2,167% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 9.661 | 7.458 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.19 | 90% |
| Returns for 1 year | 9.06 | 21.78 | 42% |
| Returns for 3 years | 22.89 | 50.18 | 46% |
| Returns for 5 years | 36.78 | 83.92 | 44% |
| Returns for 10 years | 53.03 | 197.39 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement