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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$29.51
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. OYRDX (3.38B). VTSMX pays higher dividends than OYRDX: VTSMX (1.04) vs OYRDX (0.93). 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 : 13.79 vs. OYRDX (2.61). VTSMX return over 5 years is better than : 84.86 vs. OYRDX (35.80).
| 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 | 14.671 | 13.012 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 2.02T | 0% |
| Annual Yield % from dividends | 0.93 | 1.04 | 89% |
| Returns for 1 year | 2.61 | 13.79 | 19% |
| Returns for 3 years | 40.89 | 76.02 | 54% |
| Returns for 5 years | 35.80 | 84.86 | 42% |
| Returns for 10 years | 66.16 | 225.10 | 29% |
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