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OYRDX vs VTSAX
OYRDX vs VTSAX Comparison
Open Charts OYRDX vs VTSAX
Invesco Rising Dividends Y
Price$26.79
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OYRDX vs VTSAX Comparison Chart
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OYRDX vs. VTSAX commentary
Jun 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OYRDX (3.16B). VTSAX pays higher dividends than OYRDX: VTSAX (1.28) vs OYRDX (1.06). OYRDX was incepted earlier than VTSAX: OYRDX (29 years) vs VTSAX (25 years). OYRDX (0.73) is less costly to investors than VTSAX (0.04). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). OYRDX has a lower initial minimum investment than VTSAX: OYRDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. OYRDX (-0.51). VTSAX return over 5 years is better than : 91.40 vs. OYRDX (41.74).
| OYRDX | VTSAX | OYRDX / VTSAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 3.628 | 1.365 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 1.06 | 1.28 | 82% |
| Returns for 1 year | -0.51 | 10.07 | -5% |
| Returns for 3 years | 27.57 | 57.61 | 48% |
| Returns for 5 years | 41.74 | 91.40 | 46% |
| Returns for 10 years | 43.68 | 179.53 | 24% |
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