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RSDQX vs VTSMX
RSDQX vs VTSMX Comparison
Open Charts RSDQX vs VTSMX
Invesco Rising Dividends R5
Price$27.36
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets3.36B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
RSDQX vs VTSMX Comparison Chart in %
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RSDQX vs. VTSMX commentary
Sep 07, 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 RSDQX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. RSDQX (3.36B). VTSMX (1.07) and RSDQX (1.05) have matching dividends . RSDQX was incepted earlier than VTSMX: RSDQX (6 years) vs VTSMX (33 years). RSDQX (0.65) is less costly to investors than VTSMX (0.14). RSDQX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RSDQX: VTSMX (3000) vs RSDQX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. RSDQX (5.40). VTSMX return over 5 years is better than : 84.94 vs. RSDQX (35.19).
| RSDQX | VTSMX | RSDQX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 12.428 | 10.330 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 1.95T | 0% |
| Annual Yield % from dividends | 1.05 | 1.07 | 98% |
| Returns for 1 year | 5.40 | 18.03 | 30% |
| Returns for 3 years | 30.90 | 63.63 | 49% |
| Returns for 5 years | 35.19 | 84.94 | 41% |
| Returns for 10 years | N/A | 224.15 | - |
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