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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$28.45
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.38
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.91T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Jul 29, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OIRDX (3.35B). VSMPX pays higher dividends than OIRDX: VSMPX (1.22) vs OIRDX (1.09). OIRDX was incepted earlier than VSMPX: OIRDX (13 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 : 16.39 vs. OIRDX (5.42). VSMPX return over 5 years is better than : 90.68 vs. OIRDX (41.78).
| 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 | 13 years | 10 years | - |
| Gain YTD | 10.751 | 8.290 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 1.09 | 1.22 | 89% |
| Returns for 1 year | 5.42 | 16.39 | 33% |
| Returns for 3 years | 24.01 | 52.53 | 46% |
| Returns for 5 years | 41.78 | 90.68 | 46% |
| Returns for 10 years | 54.33 | 190.13 | 29% |
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