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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$29.62
Change-$0.43 (-1.43%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.26
Change-$5.64 (-1.75%)
VolumeN/A
Net Assets2.05T
OIRDX vs VSTSX Comparison Chart in %
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OIRDX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. OIRDX (3.4B). VSTSX pays higher dividends than OIRDX: VSTSX (1.13) vs OIRDX (0.98). OIRDX was incepted earlier than VSTSX: OIRDX (14 years) vs VSTSX (9 years). OIRDX (0.65) is less costly to investors than VSTSX (0.01). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VSTSX (2.00). OIRDX has a lower initial minimum investment than VSTSX: OIRDX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.53 vs. OIRDX (3.14). VSTSX return over 5 years is better than : 80.90 vs. OIRDX (36.27).
| OIRDX | VSTSX | OIRDX / VSTSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 17.241 | 13.963 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.98 | 1.13 | 87% |
| Returns for 1 year | 3.14 | 11.53 | 27% |
| Returns for 3 years | 32.91 | 66.99 | 49% |
| Returns for 5 years | 36.27 | 80.90 | 45% |
| Returns for 10 years | 71.31 | N/A | - |
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