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OIRDX vs VTSMX
OIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMX
Invesco Rising Dividends R6
Price$28.45
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
OIRDX vs VTSMX Comparison Chart in %
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OIRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OIRDX (3.35B). VTSMX (1.12) and OIRDX (1.09) have matching dividends . OIRDX was incepted earlier than VTSMX: OIRDX (13 years) vs VTSMX (33 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 : 16.38 vs. OIRDX (5.42). VTSMX return over 5 years is better than : 90.61 vs. OIRDX (41.78).
| OIRDX | VTSMX | OIRDX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 10.751 | 8.280 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 1.09 | 1.12 | 97% |
| Returns for 1 year | 5.42 | 16.38 | 33% |
| Returns for 3 years | 24.01 | 52.46 | 46% |
| Returns for 5 years | 41.78 | 90.61 | 46% |
| Returns for 10 years | 54.33 | 198.96 | 27% |
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