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OIRDX vs VSTSX
OIRDX vs VSTSX Comparison
Open Charts OIRDX vs VSTSX
Invesco Rising Dividends R6
Price$28.45
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.58
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.91T
OIRDX vs VSTSX Comparison Chart in %
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OIRDX vs. VSTSX commentary
Jul 29, 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: 1.91T vs. OIRDX (3.35B). 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 : 16.40 vs. OIRDX (5.42). VSTSX return over 5 years is better than : 90.74 vs. OIRDX (41.78).
| 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 | 10.751 | 8.290 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 5.42 | 16.40 | 33% |
| Returns for 3 years | 24.01 | 52.57 | 46% |
| Returns for 5 years | 41.78 | 90.74 | 46% |
| Returns for 10 years | 54.33 | N/A | - |
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