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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
OIRDX vs VSMPX Comparison Chart
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OIRDX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OIRDX (3.16B). VSMPX pays higher dividends than OIRDX: VSMPX (1.29) vs OIRDX (1.13). OIRDX was incepted earlier than VSMPX: OIRDX (13 years) vs VSMPX (10 years). OIRDX (0.65) is less costly to investors than VSMPX (0.02). OIRDX is a more actively managed with annual turnover of: 31.00 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 : 11.41 vs. OIRDX (0.45). VSMPX return over 5 years is better than : 81.84 vs. OIRDX (35.31).
| OIRDX | VSMPX | OIRDX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.584 | 1.298 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.29 | 88% |
| Returns for 1 year | 0.45 | 11.41 | 4% |
| Returns for 3 years | 16.45 | 42.50 | 39% |
| Returns for 5 years | 35.31 | 81.84 | 43% |
| Returns for 10 years | 46.37 | 172.88 | 27% |
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