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ONRDX vs VTSAX
ONRDX vs VTSAX Comparison
Open Charts ONRDX vs VTSAX
Invesco Rising Dividends R
Price$24.45
Change-$0.39 (-1.57%)
VolumeN/A
Net Assets3.15B
Vanguard Total Stock Mkt Idx Adm
Price$139.61
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
ONRDX vs VTSAX Comparison Chart
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ONRDX vs. VTSAX commentary
May 23, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. ONRDX (3.15B). VTSAX pays higher dividends than ONRDX: VTSAX (1.36) vs ONRDX (0.61). ONRDX was incepted earlier than VTSAX: ONRDX (24 years) vs VTSAX (25 years). ONRDX (1.23) is less costly to investors than VTSAX (0.04). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). ONRDX has a lower initial minimum investment than VTSAX: ONRDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.10 vs. ONRDX (-1.21). VTSAX return over 5 years is better than : 96.34 vs. ONRDX (38.35).
| ONRDX | VTSAX | ONRDX / VTSAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 2.611 | 0.776 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 1.72T | 0% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | -1.21 | 11.10 | -11% |
| Returns for 3 years | 18.74 | 49.89 | 38% |
| Returns for 5 years | 38.35 | 96.34 | 40% |
| Returns for 10 years | 30.76 | 175.17 | 18% |
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