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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
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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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).
| 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 | 10.596 | 26.352 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.84T | 0% |
| Annual Yield % from dividends | 1.09 | 1.26 | 86% |
| Returns for 1 year | 11.42 | 26.90 | 42% |
| Returns for 3 years | 6.33 | 27.88 | 23% |
| Returns for 5 years | 31.78 | 84.16 | 38% |
| Returns for 10 years | 44.73 | 192.04 | 23% |