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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$29.49
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
OIRDX vs VSMPX Comparison Chart
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OIRDX vs. VSMPX commentary
Nov 14, 2024
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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. OIRDX (3.32B). VSMPX pays higher dividends than OIRDX: VSMPX (1.36) vs OIRDX (1.09). OIRDX was incepted earlier than VSMPX: OIRDX (13 years) vs VSMPX (10 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. VSMPX (2.00). OIRDX has a lower initial minimum investment than VSMPX: OIRDX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 36.48 vs. OIRDX (23.41). VSMPX return over 5 years is better than : 89.05 vs. OIRDX (47.08).
| OIRDX | VSMPX | OIRDX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 22.862 | 24.987 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.73T | 0% |
| Annual Yield % from dividends | 1.09 | 1.36 | 80% |
| Returns for 1 year | 23.41 | 36.48 | 64% |
| Returns for 3 years | 5.77 | 22.93 | 25% |
| Returns for 5 years | 47.08 | 89.05 | 53% |
| Returns for 10 years | 51.62 | N/A | - |
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