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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$26.79
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OYRDX vs VTSMX Comparison Chart
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OYRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OYRDX (3.16B). VTSMX pays higher dividends than OYRDX: VTSMX (1.18) vs OYRDX (1.06). OYRDX was incepted earlier than VTSMX: OYRDX (29 years) vs VTSMX (33 years). OYRDX (0.73) is less costly to investors than VTSMX (0.14). OYRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). OYRDX has a lower initial minimum investment than VTSMX: OYRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. OYRDX (-0.51). VTSMX return over 5 years is better than : 91.36 vs. OYRDX (41.74).
| OYRDX | VTSMX | OYRDX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 3.628 | 1.349 | 269% |
| 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 | 1.18 | 89% |
| Returns for 1 year | -0.51 | 10.06 | -5% |
| Returns for 3 years | 27.57 | 57.59 | 48% |
| Returns for 5 years | 41.74 | 91.36 | 46% |
| Returns for 10 years | 43.68 | 178.92 | 24% |
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