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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
OIRDX vs VSMPX Comparison Chart in %
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OIRDX vs. VSMPX commentary
Jul 07, 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: 1.82T vs. OIRDX (3.31B). 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 : 13.90 vs. OIRDX (3.64). VSMPX return over 5 years is better than : 95.69 vs. OIRDX (46.32).
| 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 | 8.922 | 6.426 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 1.09 | 1.22 | 89% |
| Returns for 1 year | 3.64 | 13.90 | 26% |
| Returns for 3 years | 30.62 | 62.17 | 49% |
| Returns for 5 years | 46.32 | 95.69 | 48% |
| Returns for 10 years | 54.58 | 189.21 | 29% |
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