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OYRDX vs VTSAX
OYRDX vs VTSAX Comparison
Open Charts OYRDX vs VTSAX
Invesco Rising Dividends Y
Price$29.51
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
OYRDX vs VTSAX Comparison Chart in %
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OYRDX vs. VTSAX commentary
Oct 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. OYRDX (3.38B). VTSAX pays higher dividends than OYRDX: VTSAX (1.13) vs OYRDX (0.93). 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 : 13.81 vs. OYRDX (2.61). VTSAX return over 5 years is better than : 84.90 vs. OYRDX (35.80).
| 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 | 14.671 | 13.023 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 2.02T | 0% |
| Annual Yield % from dividends | 0.93 | 1.13 | 82% |
| Returns for 1 year | 2.61 | 13.81 | 19% |
| Returns for 3 years | 40.89 | 76.08 | 54% |
| Returns for 5 years | 35.80 | 84.90 | 42% |
| Returns for 10 years | 66.16 | 225.85 | 29% |
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