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ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$21.54
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.07B
Vanguard Total Stock Mkt Idx I
Price$120.56
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
ONRDX vs VTSMX Comparison Chart
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ONRDX vs. VTSMX commentary
Apr 09, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. ONRDX (3.07B). VTSMX pays higher dividends than ONRDX: VTSMX (1.25) 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 : -3.63 vs. ONRDX (-12.08). VTSMX return over 5 years is better than : 81.59 vs. ONRDX (28.36).
| 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 | -10.773 | -14.472 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.7T | 0% |
| Annual Yield % from dividends | 0.61 | 1.25 | 49% |
| Returns for 1 year | -12.08 | -3.63 | 333% |
| Returns for 3 years | -9.73 | 10.58 | -92% |
| Returns for 5 years | 28.36 | 81.59 | 35% |
| Returns for 10 years | 15.18 | 135.47 | 11% |
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