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ONRDX vs VSMPX
ONRDX vs VSMPX Comparison
Open Charts ONRDX vs VSMPX
Invesco Rising Dividends R
Price$25.03
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
ONRDX vs VSMPX Comparison Chart
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ONRDX vs. VSMPX commentary
Jun 15, 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 ONRDX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. ONRDX (3.16B). VSMPX pays higher dividends than ONRDX: VSMPX (1.29) vs ONRDX (0.58). ONRDX was incepted earlier than VSMPX: ONRDX (24 years) vs VSMPX (10 years). ONRDX (1.23) is less costly to investors than VSMPX (0.02). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). ONRDX has a lower initial minimum investment than VSMPX: ONRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. ONRDX (-0.49). VSMPX return over 5 years is better than : 91.46 vs. ONRDX (37.15).
| ONRDX | VSMPX | ONRDX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.23 | 0.02 | 6,150% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.635 | 1.374 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.58 | 1.29 | 45% |
| Returns for 1 year | -0.49 | 10.08 | -5% |
| Returns for 3 years | 25.55 | 57.66 | 44% |
| Returns for 5 years | 37.15 | 91.46 | 41% |
| Returns for 10 years | 34.67 | 170.67 | 20% |
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