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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
OIRDX vs VTSMX Comparison Chart
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OIRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OIRDX (3.16B). VTSMX (1.18) and OIRDX (1.13) have matching dividends . 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 : 11.39 vs. OIRDX (0.45). VTSMX return over 5 years is better than : 81.77 vs. OIRDX (35.31).
| 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 | 3.584 | 1.278 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.18 | 96% |
| Returns for 1 year | 0.45 | 11.39 | 4% |
| Returns for 3 years | 16.45 | 42.44 | 39% |
| Returns for 5 years | 35.31 | 81.77 | 43% |
| Returns for 10 years | 46.37 | 181.22 | 26% |
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