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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$29.46
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Oct 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 Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. OIRDX (3.43B). VSMPX pays higher dividends than OIRDX: VSMPX (1.15) vs OIRDX (0.99). OIRDX was incepted earlier than VSMPX: OIRDX (14 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 : 18.36 vs. OIRDX (5.98). VSMPX return over 5 years is better than : 89.16 vs. OIRDX (38.64).
| 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 | 14 years | 10 years | - |
| Gain YTD | 15.446 | 14.402 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 2.02T | 0% |
| Annual Yield % from dividends | 0.99 | 1.15 | 86% |
| Returns for 1 year | 5.98 | 18.36 | 33% |
| Returns for 3 years | 45.36 | 82.16 | 55% |
| Returns for 5 years | 38.64 | 89.16 | 43% |
| Returns for 10 years | 70.05 | 221.28 | 32% |
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