Ad is loading...
OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$26.23
Change+$0.64 (+2.50%)
VolumeN/A
Net Assets3.04B
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
OYRDX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OYRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. OYRDX (3.04B). VTSMX pays higher dividends than OYRDX: VTSMX (1.26) vs OYRDX (1.11). OYRDX was incepted earlier than VTSMX: OYRDX (28 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 : 7.83 vs. OYRDX (-2.17). VTSMX return over 5 years is better than : 97.29 vs. OYRDX (45.61).
| OYRDX | VTSMX | OYRDX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -1.014 | -4.022 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.72T | 0% |
| Annual Yield % from dividends | 1.11 | 1.26 | 88% |
| Returns for 1 year | -2.17 | 7.83 | -28% |
| Returns for 3 years | 14.00 | 38.73 | 36% |
| Returns for 5 years | 45.61 | 97.29 | 47% |
| Returns for 10 years | 36.13 | 162.27 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...