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OYRDX vs VTSAX
OYRDX vs VTSAX Comparison
Open Charts OYRDX vs VTSAX
Invesco Rising Dividends Y
Price$29.45
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
OYRDX vs VTSAX Comparison Chart in %
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OYRDX vs. VTSAX commentary
Sep 28, 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: 1.95T vs. OYRDX (3.38B). VTSAX pays higher dividends than OYRDX: VTSAX (1.16) vs OYRDX (0.98). 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 : 15.64 vs. OYRDX (3.69). VTSAX return over 5 years is better than : 96.61 vs. OYRDX (41.58).
| 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 | 13.855 | 12.971 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.95T | 0% |
| Annual Yield % from dividends | 0.98 | 1.16 | 85% |
| Returns for 1 year | 3.69 | 15.64 | 24% |
| Returns for 3 years | 43.18 | 80.33 | 54% |
| Returns for 5 years | 41.58 | 96.61 | 43% |
| Returns for 10 years | 77.82 | 250.82 | 31% |
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