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ONRDX vs VSMPX
ONRDX vs VSMPX Comparison
Open Charts ONRDX vs VSMPX
Invesco Rising Dividends R
Price$26.27
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
ONRDX vs VSMPX Comparison Chart in %
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ONRDX vs. VSMPX 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 ONRDX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. ONRDX (3.31B). VSMPX pays higher dividends than ONRDX: VSMPX (1.22) vs ONRDX (0.56). ONRDX was incepted earlier than VSMPX: ONRDX (24 years) vs VSMPX (10 years). ONRDX (1.23) is less costly to investors than VSMPX (0.02). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). ONRDX has a lower initial minimum investment than VSMPX: ONRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. ONRDX (2.45). VSMPX return over 5 years is better than : 95.69 vs. ONRDX (39.49).
| ONRDX | VSMPX | ONRDX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.23 | 0.02 | 6,150% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 8.655 | 6.426 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.22 | 46% |
| Returns for 1 year | 2.45 | 13.90 | 18% |
| Returns for 3 years | 26.82 | 62.17 | 43% |
| Returns for 5 years | 39.49 | 95.69 | 41% |
| Returns for 10 years | 41.60 | 189.21 | 22% |
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