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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$29.49
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.82
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
OIRDX vs VSTSX Comparison Chart
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OIRDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. OIRDX (3.32B). VSTSX pays higher dividends than OIRDX: VSTSX (1.36) vs OIRDX (1.09). OIRDX was incepted earlier than VSTSX: OIRDX (13 years) vs VSTSX (8 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. VSTSX (2.00). OIRDX has a lower initial minimum investment than VSTSX: OIRDX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 36.50 vs. OIRDX (23.41). VSTSX return over 5 years is better than : 89.10 vs. OIRDX (47.08).
| OIRDX | VSTSX | OIRDX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 22.862 | 24.996 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 36.50 | 64% |
| Returns for 3 years | 5.77 | 22.96 | 25% |
| Returns for 5 years | 47.08 | 89.10 | 53% |
| Returns for 10 years | 51.62 | N/A | - |