Interact to see
Advertisement
Advertisement
OYRDX vs VSMPX
OYRDX vs VSMPX Comparison
Open Charts OYRDX vs VSMPX
Invesco Rising Dividends Y
Price$28.63
Change-$0.89 (-3.01%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
OYRDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OYRDX vs. VSMPX commentary
Feb 04, 2026
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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OYRDX (3.42B). VSMPX pays higher dividends than OYRDX: VSMPX (1.11) vs OYRDX (0.84). 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: 34.00 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 : 14.80 vs. OYRDX (8.99). VSMPX return over 5 years is better than : 68.28 vs. OYRDX (25.13).
| 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 | 1.202 | 1.381 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.11 | 76% |
| Returns for 1 year | 8.99 | 14.80 | 61% |
| Returns for 3 years | 27.26 | 64.07 | 43% |
| Returns for 5 years | 25.13 | 68.28 | 37% |
| Returns for 10 years | 84.18 | 259.26 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers