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OYRDX vs VITSX
OYRDX vs VITSX Comparison
Open Charts OYRDX vs VITSX
Invesco Rising Dividends Y
Price$26.23
Change+$0.64 (+2.50%)
VolumeN/A
Net Assets3.04B
Vanguard Total Stock Market Idx I
Price$139.82
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
OYRDX vs VITSX Comparison Chart
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OYRDX vs. VITSX commentary
May 13, 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 OYRDX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. OYRDX (3.04B). VITSX pays higher dividends than OYRDX: VITSX (1.37) vs OYRDX (1.11). OYRDX was incepted earlier than VITSX: OYRDX (28 years) vs VITSX (28 years). OYRDX (0.73) is less costly to investors than VITSX (0.03). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VITSX (2.00). OYRDX has a lower initial minimum investment than VITSX: OYRDX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 7.83 vs. OYRDX (-2.17). VITSX return over 5 years is better than : 97.30 vs. OYRDX (45.61).
| OYRDX | VITSX | OYRDX / VITSX | |
| Total Expense Ratio | 0.73 | 0.03 | 2,433% |
| Annual Report Gross Expense Ratio | 0.73 | 0.03 | 2,433% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -1.014 | -4.018 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.72T | 0% |
| Annual Yield % from dividends | 1.11 | 1.37 | 81% |
| Returns for 1 year | -2.17 | 7.83 | -28% |
| Returns for 3 years | 14.00 | 38.75 | 36% |
| Returns for 5 years | 45.61 | 97.30 | 47% |
| Returns for 10 years | 36.13 | 162.80 | 22% |