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ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$24.45
Change-$0.39 (-1.57%)
VolumeN/A
Net Assets3.15B
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
ONRDX vs VTSMX Comparison Chart
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ONRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ONRDX (3.15B). VTSMX pays higher dividends than ONRDX: VTSMX (1.26) vs ONRDX (0.61). ONRDX was incepted earlier than VTSMX: ONRDX (24 years) vs VTSMX (33 years). ONRDX (1.23) is less costly to investors than VTSMX (0.14). ONRDX is a more actively managed with annual turnover of: 31.00 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 : 11.08 vs. ONRDX (-1.21). VTSMX return over 5 years is better than : 96.32 vs. ONRDX (38.35).
| ONRDX | VTSMX | ONRDX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.611 | 0.767 | 340% |
| 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 | 1.26 | 49% |
| Returns for 1 year | -1.21 | 11.08 | -11% |
| Returns for 3 years | 18.74 | 49.86 | 38% |
| Returns for 5 years | 38.35 | 96.32 | 40% |
| Returns for 10 years | 30.76 | 174.58 | 18% |
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