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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
OIRDX vs VSTSX Comparison Chart in %
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OIRDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. OIRDX (3.31B). VSTSX pays higher dividends than OIRDX: VSTSX (1.23) vs OIRDX (1.09). OIRDX was incepted earlier than VSTSX: OIRDX (13 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 : 13.91 vs. OIRDX (3.64). VSTSX return over 5 years is better than : 95.76 vs. OIRDX (46.32).
| 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 | 13 years | 9 years | - |
| Gain YTD | 8.922 | 6.427 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 3.64 | 13.91 | 26% |
| Returns for 3 years | 30.62 | 62.21 | 49% |
| Returns for 5 years | 46.32 | 95.76 | 48% |
| Returns for 10 years | 54.58 | N/A | - |
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