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RSDQX vs VSMPX
RSDQX vs VSMPX Comparison
Open Charts RSDQX vs VSMPX
Invesco Rising Dividends R5
Price$24.18
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets3.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
RSDQX vs VSMPX Comparison Chart
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RSDQX vs. VSMPX commentary
May 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 RSDQX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RSDQX (3.04B). VSMPX pays higher dividends than RSDQX: VSMPX (1.37) vs RSDQX (1.19). RSDQX was incepted earlier than VSMPX: RSDQX (6 years) vs VSMPX (10 years). RSDQX (0.65) is less costly to investors than VSMPX (0.02). RSDQX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). RSDQX has a lower initial minimum investment than VSMPX: RSDQX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. RSDQX (-2.05). VSMPX return over 5 years is better than : 88.00 vs. RSDQX (38.45).
| RSDQX | VSMPX | RSDQX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -1.274 | -4.649 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.72T | 0% |
| Annual Yield % from dividends | 1.19 | 1.37 | 86% |
| Returns for 1 year | -2.05 | 7.86 | -26% |
| Returns for 3 years | 13.76 | 39.43 | 35% |
| Returns for 5 years | 38.45 | 88.00 | 44% |
| Returns for 10 years | N/A | 155.00 | - |
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