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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$28.82
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Sep 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 OIRDX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. OIRDX (3.35B). VSMPX pays higher dividends than OIRDX: VSMPX (1.17) vs OIRDX (1.05). OIRDX was incepted earlier than VSMPX: OIRDX (14 years) vs VSMPX (10 years). OIRDX (0.65) is less costly to investors than VSMPX (0.02). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OIRDX has a lower initial minimum investment than VSMPX: OIRDX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 20.41 vs. OIRDX (7.15). VSMPX return over 5 years is better than : 87.13 vs. OIRDX (37.36).
| OIRDX | VSMPX | OIRDX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 12.192 | 10.646 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.95T | 0% |
| Annual Yield % from dividends | 1.05 | 1.17 | 90% |
| Returns for 1 year | 7.15 | 20.41 | 35% |
| Returns for 3 years | 27.38 | 57.27 | 48% |
| Returns for 5 years | 37.36 | 87.13 | 43% |
| Returns for 10 years | 68.23 | 216.58 | 32% |
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