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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$22.64
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
RSDQX vs VTSMX Comparison Chart
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RSDQX 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 RSDQX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RSDQX (2.87B). VTSMX pays higher dividends than RSDQX: VTSMX (1.25) vs RSDQX (1.18). 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 : 4.35 vs. RSDQX (-4.81). VTSMX return over 5 years is better than : 80.93 vs. RSDQX (32.20).
| 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 | -7.216 | -10.853 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 1.7T | 0% |
| Annual Yield % from dividends | 1.18 | 1.25 | 94% |
| Returns for 1 year | -4.81 | 4.35 | -111% |
| Returns for 3 years | -2.36 | 17.53 | -13% |
| Returns for 5 years | 32.20 | 80.93 | 40% |
| Returns for 10 years | N/A | 145.67 | - |
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