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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$24.23
Change+$0.34 (+1.42%)
VolumeN/A
Net Assets2.86B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
OIRDX vs VTSMX Comparison Chart
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OIRDX vs. VTSMX commentary
Apr 25, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. OIRDX (2.86B). VTSMX pays higher dividends than OIRDX: VTSMX (1.25) vs OIRDX (1.18). OIRDX was incepted earlier than VTSMX: OIRDX (13 years) vs VTSMX (33 years). OIRDX (0.65) is less costly to investors than VTSMX (0.14). OIRDX is a more actively managed with annual turnover of: 31.00 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 : 3.51 vs. OIRDX (-5.56). VTSMX return over 5 years is better than : 83.68 vs. OIRDX (36.80).
| OIRDX | VTSMX | OIRDX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -7.248 | -10.527 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.7T | 0% |
| Annual Yield % from dividends | 1.18 | 1.25 | 94% |
| Returns for 1 year | -5.56 | 3.51 | -158% |
| Returns for 3 years | 1.01 | 21.32 | 5% |
| Returns for 5 years | 36.80 | 83.68 | 44% |
| Returns for 10 years | 29.43 | 144.72 | 20% |
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