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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$28.77
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets3.34B
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
OIRDX vs VTSMX Comparison Chart in %
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OIRDX vs. VTSMX commentary
Aug 28, 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: 1.91T vs. OIRDX (3.34B). VTSMX (1.09) and OIRDX (1.07) have matching dividends . OIRDX was incepted earlier than VTSMX: OIRDX (14 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 : 14.88 vs. OIRDX (2.99). VTSMX return over 5 years is better than : 79.72 vs. OIRDX (33.40).
| OIRDX | VTSMX | OIRDX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 11.802 | 9.820 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 2.99 | 14.88 | 20% |
| Returns for 3 years | 26.67 | 56.58 | 47% |
| Returns for 5 years | 33.40 | 79.72 | 42% |
| Returns for 10 years | 65.19 | 220.08 | 30% |
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