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OYRDX vs VTSMX
OYRDX vs VTSMX Comparison
Open Charts OYRDX vs VTSMX
Invesco Rising Dividends Y
Price$30.16
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
OYRDX vs VTSMX Comparison Chart in %
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OYRDX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OYRDX (3.45B). VTSMX pays higher dividends than OYRDX: VTSMX (1.02) vs OYRDX (0.91). 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 : 13.42 vs. OYRDX (3.09). VTSMX return over 5 years is better than : 83.98 vs. OYRDX (35.83).
| 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 | 17.197 | 15.972 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.91 | 1.02 | 90% |
| Returns for 1 year | 3.09 | 13.42 | 23% |
| Returns for 3 years | 32.68 | 68.22 | 48% |
| Returns for 5 years | 35.83 | 83.98 | 43% |
| Returns for 10 years | 69.57 | 235.40 | 30% |
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