OIRDX
Price
$25.74
Change
-$0.69 (-2.61%)
Updated
Dec 18 closing price
VTSMX
Price
$141.24
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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OIRDX vs VTSMX

Header iconOIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMXBanner chart's image
Invesco Rising Dividends R6
Price$25.74
Change-$0.69 (-2.61%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
OIRDX vs VTSMX Comparison Chart
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VS
OIRDX vs. VTSMX commentary
Dec 19, 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 VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OIRDX (3.28B). VTSMX pays higher dividends than OIRDX: VTSMX (1.26) vs OIRDX (1.09). OIRDX was incepted earlier than VTSMX: OIRDX (13 years) vs VTSMX (33 years). OIRDX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OIRDX: VTSMX (3000) vs OIRDX (1000000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. OIRDX (11.42). VTSMX return over 5 years is better than : 84.16 vs. OIRDX (31.78).
OIRDXVTSMXOIRDX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years33 years-
Gain YTD10.59626.35240%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B1.84T0%
Annual Yield % from dividends1.091.2686%
Returns for 1 year11.4226.9042%
Returns for 3 years6.3327.8823%
Returns for 5 years31.7884.1638%
Returns for 10 years44.73192.0423%
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