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OYRDX vs VSMPX
OYRDX vs VSMPX Comparison
Open Charts OYRDX vs VSMPX
Invesco Rising Dividends Y
Price$28.59
Change-$1.93 (-6.32%)
VolumeN/A
Net Assets3.23B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
OYRDX vs VSMPX Comparison Chart in %
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OYRDX vs. VSMPX 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 OYRDX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OYRDX (3.23B). VSMPX pays higher dividends than OYRDX: VSMPX (1.12) vs OYRDX (0.90). OYRDX was incepted earlier than VSMPX: OYRDX (29 years) vs VSMPX (11 years). OYRDX (0.73) is less costly to investors than VSMPX (0.02). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OYRDX has a lower initial minimum investment than VSMPX: OYRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. OYRDX (-2.87). VSMPX return over 5 years is better than : 79.39 vs. OYRDX (29.71).
| OYRDX | VSMPX | OYRDX / VSMPX | |
| Total Expense Ratio | 0.73 | 0.02 | 3,650% |
| Annual Report Gross Expense Ratio | 0.73 | 0.02 | 3,650% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 11.096 | 17.371 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 2.06T | 0% |
| Annual Yield % from dividends | 0.90 | 1.12 | 81% |
| Returns for 1 year | -2.87 | 12.70 | -23% |
| Returns for 3 years | 23.16 | 70.86 | 33% |
| Returns for 5 years | 29.71 | 79.39 | 37% |
| Returns for 10 years | 69.15 | 230.39 | 30% |
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