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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$26.29
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.22B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
OIRDX vs VTSMX Comparison Chart
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OIRDX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. OIRDX (3.22B). 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 : 25.24 vs. OIRDX (10.19). VTSMX return over 5 years is better than : 76.07 vs. OIRDX (25.43).
| 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 | 1.781 | 2.241 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.78T | 0% |
| Annual Yield % from dividends | 1.09 | 1.26 | 86% |
| Returns for 1 year | 10.19 | 25.24 | 40% |
| Returns for 3 years | 6.85 | 28.94 | 24% |
| Returns for 5 years | 25.43 | 76.07 | 33% |
| Returns for 10 years | 48.05 | 194.99 | 25% |
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