OIRDX
Price
$27.98
Change
+$0.23 (+0.83%)
Updated
Jul 3 closing price
Net Assets
3.31B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

OIRDX vs VTSMX

Header iconOIRDX vs VTSMX Comparison
Open Charts OIRDX vs VTSMXBanner chart's image
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OIRDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OIRDX vs. VTSMX 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OIRDX (3.31B). 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 : 13.89 vs. OIRDX (3.64). VTSMX return over 5 years is better than : 95.59 vs. OIRDX (46.32).
OIRDXVTSMXOIRDX / VTSMX
Total Expense Ratio0.650.14464%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence13 years33 years-
Gain YTD8.9226.421139%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends1.091.1297%
Returns for 1 year3.6413.8926%
Returns for 3 years30.6262.0849%
Returns for 5 years46.3295.5948%
Returns for 10 years54.58198.0528%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TGCNX25.100.35
+1.41%
TCW Concentrated Large Cap Growth N Cl
JSJFX16.650.21
+1.28%
JHancock Small Cap Dynamic Growth R6
FSUMX14.900.12
+0.81%
Fidelity Series Sustainable U.S. Market
BREFX38.700.21
+0.55%
Baron Real Estate Retail
FIKZX21.780.05
+0.23%
Fidelity Advisor Asset Manager 50% Z