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OIRDX vs VTSAX
OIRDX vs VTSAX Comparison
Open Charts OIRDX vs VTSAX
Invesco Rising Dividends R6
Price$24.40
Change-$1.06 (-4.16%)
VolumeN/A
Net Assets3.07B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
OIRDX vs VTSAX Comparison Chart
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OIRDX vs. VTSAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. OIRDX (3.07B). VTSAX pays higher dividends than OIRDX: VTSAX (1.35) vs OIRDX (1.18). OIRDX was incepted earlier than VTSAX: OIRDX (13 years) vs VTSAX (24 years). OIRDX (0.65) is less costly to investors than VTSAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 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 : 8.05 vs. OIRDX (-1.84). VTSAX return over 5 years is better than : 126.25 vs. OIRDX (65.14).
| OIRDX | VTSAX | OIRDX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -1.153 | -3.990 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.81T | 0% |
| Annual Yield % from dividends | 1.18 | 1.35 | 87% |
| Returns for 1 year | -1.84 | 8.05 | -23% |
| Returns for 3 years | 1.96 | 21.03 | 9% |
| Returns for 5 years | 65.14 | 126.25 | 52% |
| Returns for 10 years | 40.22 | 167.38 | 24% |