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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$29.36
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Sep 18, 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: 1.95T vs. OYRDX (3.41B). VTSMX pays higher dividends than OYRDX: VTSMX (1.07) vs OYRDX (0.98). 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 : 17.42 vs. OYRDX (5.30). VTSMX return over 5 years is better than : 91.58 vs. OYRDX (39.48).
| 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 | 14.122 | 12.487 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.95T | 0% |
| Annual Yield % from dividends | 0.98 | 1.07 | 92% |
| Returns for 1 year | 5.30 | 17.42 | 30% |
| Returns for 3 years | 35.46 | 67.85 | 52% |
| Returns for 5 years | 39.48 | 91.58 | 43% |
| Returns for 10 years | 70.59 | 231.82 | 30% |
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