Interact to see
Advertisement
Advertisement
ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$27.59
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
ONRDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ONRDX vs. VTSMX commentary
Oct 18, 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: 2.02T vs. ONRDX (3.38B). VTSMX pays higher dividends than ONRDX: VTSMX (1.04) vs ONRDX (0.49). ONRDX was incepted earlier than VTSMX: ONRDX (25 years) vs VTSMX (34 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 : 13.30 vs. ONRDX (0.94). VTSMX return over 5 years is better than : 84.06 vs. ONRDX (29.23).
| ONRDX | VTSMX | ONRDX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 13.633 | 12.523 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 2.02T | 0% |
| Annual Yield % from dividends | 0.49 | 1.04 | 47% |
| Returns for 1 year | 0.94 | 13.30 | 7% |
| Returns for 3 years | 36.33 | 75.25 | 48% |
| Returns for 5 years | 29.23 | 84.06 | 35% |
| Returns for 10 years | 52.77 | 223.69 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement