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ONRDX vs VTSMX
ONRDX vs VTSMX Comparison
Open Charts ONRDX vs VTSMX
Invesco Rising Dividends R
Price$27.79
Change-$0.41 (-1.45%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
ONRDX vs VTSMX Comparison Chart in %
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ONRDX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. ONRDX (3.4B). VTSMX pays higher dividends than ONRDX: VTSMX (1.02) vs ONRDX (0.49). ONRDX was incepted earlier than VTSMX: ONRDX (25 years) vs VTSMX (34 years). ONRDX (1.23) is less costly to investors than VTSMX (0.14). ONRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). ONRDX has a lower initial minimum investment than VTSMX: ONRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. ONRDX (1.95). VTSMX return over 5 years is better than : 83.98 vs. ONRDX (29.97).
| ONRDX | VTSMX | ONRDX / VTSMX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 16.738 | 15.972 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.49 | 1.02 | 48% |
| Returns for 1 year | 1.95 | 13.42 | 14% |
| Returns for 3 years | 29.13 | 68.22 | 43% |
| Returns for 5 years | 29.97 | 83.98 | 36% |
| Returns for 10 years | 56.78 | 235.40 | 24% |
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