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OYRDX vs VTSAX
OYRDX vs VTSAX Comparison
Open Charts OYRDX vs VTSAX
Invesco Rising Dividends Y
Price$28.09
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OYRDX vs VTSAX Comparison Chart in %
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OYRDX vs. VTSAX commentary
Jul 07, 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 (3.31B). VTSAX pays higher dividends than OYRDX: VTSAX (1.21) vs OYRDX (1.01). 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 : 13.89 vs. OYRDX (3.63). VTSAX return over 5 years is better than : 95.62 vs. OYRDX (45.87).
| 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 | 8.926 | 6.416 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 1.01 | 1.21 | 84% |
| Returns for 1 year | 3.63 | 13.89 | 26% |
| Returns for 3 years | 30.39 | 62.12 | 49% |
| Returns for 5 years | 45.87 | 95.62 | 48% |
| Returns for 10 years | 53.08 | 198.69 | 27% |
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