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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$25.25
Change-$0.64 (-2.47%)
VolumeN/A
Net Assets3.14B
Vanguard Total Stock Mkt Idx I
Price$137.92
Change+$0.72 (+0.52%)
VolumeN/A
Net Assets1.81T
OIRDX vs VTSMX Comparison Chart
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OIRDX vs. VTSMX commentary
Mar 11, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. OIRDX (3.14B). VTSMX (1.15) and OIRDX (1.12) 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 : 10.83 vs. OIRDX (0.10). VTSMX return over 5 years is better than : 88.81 vs. OIRDX (36.79).
| 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 | 0.232 | -2.184 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 1.81T | 0% |
| Annual Yield % from dividends | 1.12 | 1.15 | 97% |
| Returns for 1 year | 0.10 | 10.83 | 1% |
| Returns for 3 years | 12.16 | 35.23 | 35% |
| Returns for 5 years | 36.79 | 88.81 | 41% |
| Returns for 10 years | 43.72 | 176.92 | 25% |
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