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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$28.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Dec 27, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OIRDX (3.44B). VSMPX pays higher dividends than OIRDX: VSMPX (1.12) vs OIRDX (0.96). 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 : 14.43 vs. OIRDX (8.97). VSMPX return over 5 years is better than : 76.89 vs. OIRDX (28.58).
| 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 | 11.077 | 17.382 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.96 | 1.12 | 86% |
| Returns for 1 year | 8.97 | 14.43 | 62% |
| Returns for 3 years | 32.92 | 78.10 | 42% |
| Returns for 5 years | 28.58 | 76.89 | 37% |
| Returns for 10 years | 67.70 | 225.09 | 30% |
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