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ONRDX vs VTSAX
ONRDX vs VTSAX Comparison
Open Charts ONRDX vs VTSAX
Invesco Rising Dividends R
Price$25.03
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
ONRDX vs VTSAX Comparison Chart
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ONRDX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. ONRDX (3.16B). VTSAX pays higher dividends than ONRDX: VTSAX (1.28) vs ONRDX (0.58). 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 : 10.07 vs. ONRDX (-0.49). VTSAX return over 5 years is better than : 91.40 vs. ONRDX (37.15).
| 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 | 4.635 | 1.365 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.58 | 1.28 | 46% |
| Returns for 1 year | -0.49 | 10.07 | -5% |
| Returns for 3 years | 25.55 | 57.61 | 44% |
| Returns for 5 years | 37.15 | 91.40 | 41% |
| Returns for 10 years | 34.67 | 179.53 | 19% |
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