Ad is loading...
OIRDX vs VTSAX
OIRDX vs VTSAX Comparison
Open Charts OIRDX vs VTSAX
Invesco Rising Dividends R6
Price$26.51
Change-$0.42 (-1.56%)
VolumeN/A
Net Assets3.23B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
OIRDX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VTSAX commentary
Feb 23, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. OIRDX (3.23B). VTSAX pays higher dividends than OIRDX: VTSAX (1.35) vs OIRDX (1.09). OIRDX was incepted earlier than VTSAX: OIRDX (13 years) vs VTSAX (24 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than OIRDX: VTSAX (3000) vs OIRDX (1000000). VTSAX annual gain was more profitable for investors over the last year : 17.60 vs. OIRDX (4.09). VTSAX return over 5 years is better than : 74.84 vs. OIRDX (25.92).
| OIRDX | VTSAX | OIRDX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 2.633 | 2.127 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.84T | 0% |
| Annual Yield % from dividends | 1.09 | 1.35 | 81% |
| Returns for 1 year | 4.09 | 17.60 | 23% |
| Returns for 3 years | 12.82 | 36.79 | 35% |
| Returns for 5 years | 25.92 | 74.84 | 35% |
| Returns for 10 years | 42.20 | 180.79 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...