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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$30.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OYRDX (3.43B). VTSMX pays higher dividends than OYRDX: VTSMX (1.02) vs OYRDX (0.90). OYRDX was incepted earlier than VTSMX: OYRDX (29 years) vs VTSMX (34 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 : 11.43 vs. OYRDX (1.95). VTSMX return over 5 years is better than : 77.17 vs. OYRDX (34.78).
| 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 | 34 years | - |
| Gain YTD | 17.236 | 15.489 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 2.05T | 0% |
| Annual Yield % from dividends | 0.90 | 1.02 | 89% |
| Returns for 1 year | 1.95 | 11.43 | 17% |
| Returns for 3 years | 28.74 | 64.40 | 45% |
| Returns for 5 years | 34.78 | 77.17 | 45% |
| Returns for 10 years | 72.55 | 223.01 | 33% |
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