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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$27.22
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets3.34B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
RSDQX vs VTSMX Comparison Chart in %
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RSDQX vs. VTSMX commentary
Aug 30, 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: 1.91T vs. RSDQX (3.34B). 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 : 16.22 vs. RSDQX (3.36). VTSMX return over 5 years is better than : 80.87 vs. RSDQX (31.85).
| 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 | 12.304 | 10.522 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.91T | 0% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 3.36 | 16.22 | 21% |
| Returns for 3 years | 28.39 | 60.49 | 47% |
| Returns for 5 years | 31.85 | 80.87 | 39% |
| Returns for 10 years | N/A | 234.32 | - |
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