Ad is loading...
RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$24.85
Change-$0.34 (-1.35%)
VolumeN/A
Net Assets3.23B
Vanguard Total Stock Mkt Idx I
Price$139.94
Change-$2.63 (-1.84%)
VolumeN/A
Net Assets1.84T
RSDQX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RSDQX vs. VTSMX commentary
Mar 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 RSDQX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RSDQX (3.23B). VTSMX pays higher dividends than RSDQX: VTSMX (1.26) vs RSDQX (1.09). RSDQX was incepted earlier than VTSMX: RSDQX (6 years) vs VTSMX (33 years). RSDQX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RSDQX: VTSMX (3000) vs RSDQX (1000000). VTSMX annual gain was more profitable for investors over the last year : 15.96 vs. RSDQX (3.73). VTSMX return over 5 years is better than : 95.73 vs. RSDQX (40.61).
| RSDQX | VTSMX | RSDQX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 2.942 | 1.113 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.84T | 0% |
| Annual Yield % from dividends | 1.09 | 1.26 | 86% |
| Returns for 1 year | 3.73 | 15.96 | 23% |
| Returns for 3 years | 11.51 | 34.95 | 33% |
| Returns for 5 years | 40.61 | 95.73 | 42% |
| Returns for 10 years | N/A | 178.12 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...