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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$26.41
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets3.27B
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
RSDQX vs VTSMX Comparison Chart in %
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RSDQX vs. VTSMX commentary
Jul 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 RSDQX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RSDQX (3.27B). VTSMX (1.12) and RSDQX (1.09) have matching dividends . RSDQX was incepted earlier than VTSMX: RSDQX (6 years) vs VTSMX (33 years). RSDQX (0.65) is less costly to investors than VTSMX (0.14). RSDQX is a more actively managed with annual turnover of: 31.00 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 : 9.80 vs. RSDQX (-0.54). VTSMX return over 5 years is better than : 88.36 vs. RSDQX (38.55).
| RSDQX | VTSMX | RSDQX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 8.072 | 5.711 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.91T | 0% |
| Annual Yield % from dividends | 1.09 | 1.12 | 97% |
| Returns for 1 year | -0.54 | 9.80 | -6% |
| Returns for 3 years | 27.83 | 59.40 | 47% |
| Returns for 5 years | 38.55 | 88.36 | 44% |
| Returns for 10 years | N/A | 188.76 | - |
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