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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$26.63
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
RSDQX vs VTSMX Comparison Chart in %
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RSDQX vs. VTSMX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RSDQX (3.31B). VTSMX (1.09) and RSDQX (1.07) 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 : 21.77 vs. RSDQX (8.48). VTSMX return over 5 years is better than : 83.91 vs. RSDQX (34.65).
| 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 | 9.675 | 7.450 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 8.48 | 21.77 | 39% |
| Returns for 3 years | 21.65 | 50.15 | 43% |
| Returns for 5 years | 34.65 | 83.91 | 41% |
| Returns for 10 years | N/A | 196.78 | - |
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