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OYRDX vs VSMPX
OYRDX vs VSMPX Comparison
Open Charts OYRDX vs VSMPX
Invesco Rising Dividends Y
Price$26.95
Change+$0.22 (+0.82%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
OYRDX vs VSMPX Comparison Chart
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OYRDX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OYRDX (3.16B). VSMPX pays higher dividends than OYRDX: VSMPX (1.29) vs OYRDX (1.06). OYRDX was incepted earlier than VSMPX: OYRDX (28 years) vs VSMPX (10 years). OYRDX (0.73) is less costly to investors than VSMPX (0.02). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OYRDX has a lower initial minimum investment than VSMPX: OYRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. OYRDX (0.37). VSMPX return over 5 years is better than : 81.02 vs. OYRDX (34.61).
| OYRDX | VSMPX | OYRDX / VSMPX | |
| Total Expense Ratio | 0.73 | 0.02 | 3,650% |
| Annual Report Gross Expense Ratio | 0.73 | 0.02 | 3,650% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 3.396 | 0.837 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.06 | 1.29 | 82% |
| Returns for 1 year | 0.37 | 10.97 | 3% |
| Returns for 3 years | 14.98 | 40.40 | 37% |
| Returns for 5 years | 34.61 | 81.02 | 43% |
| Returns for 10 years | 44.81 | 171.64 | 26% |
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