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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Sel
Price$279.94
Change-$1.28 (-0.46%)
VolumeN/A
Net Assets1.82T
OIRDX vs VSTSX Comparison Chart
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OIRDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. OIRDX (3.16B). VSTSX pays higher dividends than OIRDX: VSTSX (1.29) vs OIRDX (1.13). OIRDX was incepted earlier than VSTSX: OIRDX (13 years) vs VSTSX (9 years). OIRDX (0.65) is less costly to investors than VSTSX (0.01). OIRDX is a more actively managed with annual turnover of: 31.00 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 : 11.42 vs. OIRDX (0.45). VSTSX return over 5 years is better than : 81.89 vs. OIRDX (35.31).
| OIRDX | VSTSX | OIRDX / VSTSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 3.584 | 1.300 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 11.42 | 4% |
| Returns for 3 years | 16.45 | 42.54 | 39% |
| Returns for 5 years | 35.31 | 81.89 | 43% |
| Returns for 10 years | 46.37 | N/A | - |