Interact to see
Advertisement
Advertisement
OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$28.52
Change-$0.89 (-3.03%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
OIRDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VSMPX commentary
Feb 04, 2026
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: 2.06T vs. OIRDX (3.42B). VSMPX pays higher dividends than OIRDX: VSMPX (1.11) vs OIRDX (0.91). 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: 34.00 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 : 14.80 vs. OIRDX (9.06). VSMPX return over 5 years is better than : 68.28 vs. OIRDX (25.49).
| 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 | 1.242 | 1.381 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 2.06T | 0% |
| Annual Yield % from dividends | 0.91 | 1.11 | 82% |
| Returns for 1 year | 9.06 | 14.80 | 61% |
| Returns for 3 years | 27.50 | 64.07 | 43% |
| Returns for 5 years | 25.49 | 68.28 | 37% |
| Returns for 10 years | 85.90 | 259.26 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers