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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$28.47
Change-$1.94 (-6.38%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
OIRDX vs VTSMX Comparison Chart in %
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OIRDX vs. VTSMX commentary
Dec 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. OIRDX (3.46B). VTSMX pays higher dividends than OIRDX: VTSMX (1.02) vs OIRDX (0.96). OIRDX was incepted earlier than VTSMX: OIRDX (14 years) vs VTSMX (34 years). OIRDX (0.65) is less costly to investors than VTSMX (0.14). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OIRDX: VTSMX (3000) vs OIRDX (1000000). VTSMX annual gain was more profitable for investors over the last year : 12.68 vs. OIRDX (-2.88). VTSMX return over 5 years is better than : 79.30 vs. OIRDX (30.08).
| OIRDX | VTSMX | OIRDX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 11.077 | 17.334 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 2.06T | 0% |
| Annual Yield % from dividends | 0.96 | 1.02 | 95% |
| Returns for 1 year | -2.88 | 12.68 | -23% |
| Returns for 3 years | 23.30 | 70.77 | 33% |
| Returns for 5 years | 30.08 | 79.30 | 38% |
| Returns for 10 years | 70.81 | 240.48 | 29% |
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