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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$24.18
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets3.03B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
RSDQX vs VTSMX Comparison Chart
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RSDQX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RSDQX (3.04B). VTSMX pays higher dividends than RSDQX: VTSMX (1.26) vs RSDQX (1.19). 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 : 7.85 vs. RSDQX (-2.05). VTSMX return over 5 years is better than : 87.92 vs. RSDQX (38.45).
| 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 | -1.274 | -4.660 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.72T | 0% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | -2.05 | 7.85 | -26% |
| Returns for 3 years | 13.76 | 39.37 | 35% |
| Returns for 5 years | 38.45 | 87.92 | 44% |
| Returns for 10 years | N/A | 162.78 | - |
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