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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$28.56
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets3.34B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OYRDX (3.34B). VTSMX pays higher dividends than OYRDX: VTSMX (1.09) vs OYRDX (1.00). 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 : 14.18 vs. OYRDX (2.70). VTSMX return over 5 years is better than : 83.88 vs. OYRDX (35.81).
| 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 | 10.748 | 8.642 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.91T | 0% |
| Annual Yield % from dividends | 1.00 | 1.09 | 91% |
| Returns for 1 year | 2.70 | 14.18 | 19% |
| Returns for 3 years | 20.88 | 48.99 | 43% |
| Returns for 5 years | 35.81 | 83.88 | 43% |
| Returns for 10 years | 63.43 | 219.51 | 29% |
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