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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$26.51
Change-$0.42 (-1.56%)
VolumeN/A
Net Assets3.23B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
OIRDX vs VTSMX Comparison Chart
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OIRDX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OIRDX (3.23B). 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 : 17.60 vs. OIRDX (4.09). VTSMX return over 5 years is better than : 74.84 vs. OIRDX (25.92).
| OIRDX | VTSMX | OIRDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 2.633 | 2.121 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.84T | 0% |
| Annual Yield % from dividends | 1.09 | 1.26 | 86% |
| Returns for 1 year | 4.09 | 17.60 | 23% |
| Returns for 3 years | 12.82 | 36.78 | 35% |
| Returns for 5 years | 25.92 | 74.84 | 35% |
| Returns for 10 years | 42.20 | 180.15 | 23% |
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