Ad is loading...
Ad is loading...
ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$27.83
Change+$0.07 (+0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
ONRDX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ONRDX vs. VTSMX commentary
Nov 23, 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 StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ONRDX (3.3B). VTSMX pays higher dividends than ONRDX: VTSMX (1.26) vs ONRDX (0.58). ONRDX was incepted earlier than VTSMX: ONRDX (24 years) vs VTSMX (33 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 : 31.17 vs. ONRDX (19.08). VTSMX return over 5 years is better than : 87.20 vs. ONRDX (40.36).
| ONRDX | VTSMX | ONRDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 22.307 | 24.402 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.73T | 0% |
| Annual Yield % from dividends | 0.58 | 1.26 | 46% |
| Returns for 1 year | 19.08 | 31.17 | 61% |
| Returns for 3 years | 2.62 | 23.11 | 11% |
| Returns for 5 years | 40.36 | 87.20 | 46% |
| Returns for 10 years | 37.11 | 187.97 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers