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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.87B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
OYRDX vs VTSMX Comparison Chart
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OYRDX vs. VTSMX commentary
Apr 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: 1.7T vs. OYRDX (2.87B). VTSMX pays higher dividends than OYRDX: VTSMX (1.25) vs OYRDX (1.10). 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 : 4.35 vs. OYRDX (-4.34). VTSMX return over 5 years is better than : 80.93 vs. OYRDX (33.84).
| 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 | -7.203 | -10.853 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 1.7T | 0% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | -4.34 | 4.35 | -100% |
| Returns for 3 years | -1.51 | 17.53 | -9% |
| Returns for 5 years | 33.84 | 80.93 | 42% |
| Returns for 10 years | 29.28 | 145.67 | 20% |