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ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$25.03
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
ONRDX vs VTSMX Comparison Chart
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ONRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ONRDX (3.16B). VTSMX pays higher dividends than ONRDX: VTSMX (1.18) vs ONRDX (0.58). 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 : 10.06 vs. ONRDX (-0.49). VTSMX return over 5 years is better than : 91.36 vs. ONRDX (37.15).
| 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 | 4.635 | 1.349 | 344% |
| 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 | 1.18 | 49% |
| Returns for 1 year | -0.49 | 10.06 | -5% |
| Returns for 3 years | 25.55 | 57.59 | 44% |
| Returns for 5 years | 37.15 | 91.36 | 41% |
| Returns for 10 years | 34.67 | 178.92 | 19% |
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