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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$29.62
Change-$0.43 (-1.43%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. OIRDX (3.4B). VSMPX pays higher dividends than OIRDX: VSMPX (1.12) vs OIRDX (0.98). OIRDX was incepted earlier than VSMPX: OIRDX (14 years) vs VSMPX (11 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 : 13.44 vs. OIRDX (3.14). VSMPX return over 5 years is better than : 84.08 vs. OIRDX (36.27).
| 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 | 11 years | - |
| Gain YTD | 17.241 | 15.994 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.98 | 1.12 | 87% |
| Returns for 1 year | 3.14 | 13.44 | 23% |
| Returns for 3 years | 32.91 | 68.30 | 48% |
| Returns for 5 years | 36.27 | 84.08 | 43% |
| Returns for 10 years | 71.31 | 225.48 | 32% |
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