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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$28.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.76
Change+$1.02 (+0.31%)
VolumeN/A
Net Assets2.06T
OIRDX vs VSTSX Comparison Chart in %
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OIRDX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. OIRDX (3.44B). VSTSX pays higher dividends than OIRDX: VSTSX (1.12) vs OIRDX (0.96). OIRDX was incepted earlier than VSTSX: OIRDX (14 years) vs VSTSX (10 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 : 14.44 vs. OIRDX (8.97). VSTSX return over 5 years is better than : 76.94 vs. OIRDX (28.58).
| 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 | 10 years | - |
| Gain YTD | 11.077 | 17.386 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 14.44 | 62% |
| Returns for 3 years | 32.92 | 78.14 | 42% |
| Returns for 5 years | 28.58 | 76.94 | 37% |
| Returns for 10 years | 67.70 | N/A | - |
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