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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$28.42
Change+$0.20 (+0.71%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Aug 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 OYRDX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OYRDX (3.3B). VTSMX pays higher dividends than OYRDX: VTSMX (1.09) vs OYRDX (1.00). OYRDX was incepted earlier than VTSMX: OYRDX (29 years) vs VTSMX (33 years). OYRDX (0.73) is less costly to investors than VTSMX (0.14). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). OYRDX has a lower initial minimum investment than VTSMX: OYRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.89 vs. OYRDX (6.40). VTSMX return over 5 years is better than : 83.74 vs. OYRDX (36.03).
| OYRDX | VTSMX | OYRDX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 9.430 | 7.350 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.91T | 0% |
| Annual Yield % from dividends | 1.00 | 1.09 | 91% |
| Returns for 1 year | 6.40 | 18.89 | 34% |
| Returns for 3 years | 22.70 | 50.92 | 45% |
| Returns for 5 years | 36.03 | 83.74 | 43% |
| Returns for 10 years | 52.97 | 199.27 | 27% |