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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$28.09
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.28B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Jul 04, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OYRDX (3.28B). VTSMX pays higher dividends than OYRDX: VTSMX (1.12) vs OYRDX (1.01). 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 : 12.91 vs. OYRDX (2.78). VTSMX return over 5 years is better than : 93.92 vs. OYRDX (44.68).
| 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 | 8.034 | 5.513 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.82T | 0% |
| Annual Yield % from dividends | 1.01 | 1.12 | 91% |
| Returns for 1 year | 2.78 | 12.91 | 22% |
| Returns for 3 years | 29.32 | 60.70 | 48% |
| Returns for 5 years | 44.68 | 93.92 | 48% |
| Returns for 10 years | 51.82 | 195.50 | 27% |
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