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OIRDX vs VSMPX
OIRDX vs VSMPX Comparison
Open Charts OIRDX vs VSMPX
Invesco Rising Dividends R6
Price$26.69
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
OIRDX vs VSMPX Comparison Chart
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OIRDX vs. VSMPX commentary
Jun 16, 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 (3.16B). VSMPX pays higher dividends than OIRDX: VSMPX (1.29) vs OIRDX (1.13). 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 : 10.08 vs. OIRDX (-0.51). VSMPX return over 5 years is better than : 91.46 vs. OIRDX (42.16).
| 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 | 3.623 | 1.374 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.29 | 88% |
| Returns for 1 year | -0.51 | 10.08 | -5% |
| Returns for 3 years | 27.83 | 57.66 | 48% |
| Returns for 5 years | 42.16 | 91.46 | 46% |
| Returns for 10 years | 45.02 | 170.67 | 26% |
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