Interact to see
Advertisement
Advertisement
OYRDX vs VSMPX
OYRDX vs VSMPX Comparison
Open Charts OYRDX vs VSMPX
Invesco Rising Dividends Y
Price$29.73
Change-$0.43 (-1.43%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
OYRDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OYRDX vs. VSMPX 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 OYRDX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. OYRDX (3.4B). VSMPX pays higher dividends than OYRDX: VSMPX (1.12) vs OYRDX (0.91). 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 : 13.44 vs. OYRDX (3.09). VSMPX return over 5 years is better than : 84.08 vs. OYRDX (35.83).
| 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 | 17.197 | 15.994 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.91 | 1.12 | 81% |
| Returns for 1 year | 3.09 | 13.44 | 23% |
| Returns for 3 years | 32.68 | 68.30 | 48% |
| Returns for 5 years | 35.83 | 84.08 | 43% |
| Returns for 10 years | 69.57 | 225.48 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement