OYRDX
Price
$28.62
Change
+$0.14 (+0.49%)
Updated
Jul 25 closing price
Net Assets
3.35B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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OYRDX vs VSMPX

Header iconOYRDX vs VSMPX Comparison
Open Charts OYRDX vs VSMPXBanner chart's image
Invesco Rising Dividends Y
Price$28.62
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
OYRDX vs VSMPX Comparison Chart in %
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VS
OYRDX vs. VSMPX commentary
Jul 27, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OYRDX (3.35B). VSMPX pays higher dividends than OYRDX: VSMPX (1.22) vs OYRDX (1.01). OYRDX was incepted earlier than VSMPX: OYRDX (29 years) vs VSMPX (10 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 : 17.76 vs. OYRDX (6.91). VSMPX return over 5 years is better than : 93.61 vs. OYRDX (43.81).
OYRDXVSMPXOYRDX / VSMPX
Total Expense Ratio0.730.023,650%
Annual Report Gross Expense Ratio0.730.023,650%
Fund Existence29 years10 years-
Gain YTD10.9818.298132%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.91T0%
Annual Yield % from dividends1.011.2283%
Returns for 1 year6.9117.7639%
Returns for 3 years29.8860.6749%
Returns for 5 years43.8193.6147%
Returns for 10 years54.39192.0928%
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