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ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$26.75
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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ONRDX vs VTSMX Comparison Chart
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ONRDX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ONRDX (3.22B). VTSMX pays higher dividends than ONRDX: VTSMX (1.26) vs ONRDX (0.58). ONRDX was incepted earlier than VTSMX: ONRDX (24 years) vs VTSMX (32 years). ONRDX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). ONRDX has a lower initial minimum investment than VTSMX: ONRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. ONRDX (18.92). VTSMX return over 5 years is better than : 85.64 vs. ONRDX (39.24).
| ONRDX | VTSMX | ONRDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 17.410 | 18.617 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.72T | 0% |
| Annual Yield % from dividends | 0.58 | 1.26 | 46% |
| Returns for 1 year | 18.92 | 31.53 | 60% |
| Returns for 3 years | 5.27 | 25.35 | 21% |
| Returns for 5 years | 39.24 | 85.64 | 46% |
| Returns for 10 years | 38.59 | 187.59 | 21% |