OIRDX
Price
$25.25
Change
-$0.64 (-2.47%)
Updated
Mar 10 closing price
Net Assets
3.14B
VTSMX
Price
$137.92
Change
+$0.72 (+0.52%)
Updated
Mar 7 closing price
Net Assets
1.81T
Ad is loading...

OIRDX vs VTSMX

Header iconOIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMXBanner chart's image
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
Loading...
View a ticker or compare two or three
VS
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.

Ad is loading...
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).
OIRDXVTSMXOIRDX / VTSMX
Total Expense Ratio0.650.14464%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence13 years33 years-
Gain YTD0.232-2.184-11%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.14B1.81T0%
Annual Yield % from dividends1.121.1597%
Returns for 1 year0.1010.831%
Returns for 3 years12.1635.2335%
Returns for 5 years36.7988.8141%
Returns for 10 years43.72176.9225%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FIKHX124.331.37
+1.11%
Fidelity Advisor Technology Z
CVQZX8.620.06
+0.70%
Columbia Disciplined Value Inst
JOGEX10.700.05
+0.47%
JOHCM Global Select Advisor
USRTX30.360.13
+0.43%
Horizon Multi-Factor U.S. Equity Advisor
SMCPX34.800.09
+0.26%
ClearBridge Mid Cap 1