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OARDX vs VFFSX
OARDX vs VFFSX Comparison
Open Charts OARDX vs VFFSX
Invesco Rising Dividends A
Price$22.96
Change+$0.38 (+1.68%)
VolumeN/A
Net Assets2.86B
Vanguard 500 Index Institutional Select
Price$262.46
Change+$4.67 (+1.81%)
VolumeN/A
Net Assets1.32T
OARDX vs VFFSX Comparison Chart
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OARDX vs. VFFSX commentary
Apr 12, 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 OARDX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. OARDX (2.86B). VFFSX pays higher dividends than OARDX: VFFSX (1.36) vs OARDX (0.85). OARDX was incepted earlier than VFFSX: OARDX (45 years) vs VFFSX (9 years). OARDX (0.98) is less costly to investors than VFFSX (0.01). OARDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). OARDX has a lower initial minimum investment than VFFSX: OARDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 1.39 vs. OARDX (-8.24). VFFSX return over 5 years is better than : 89.02 vs. OARDX (32.30).
| OARDX | VFFSX | OARDX / VFFSX | |
| Total Expense Ratio | 0.98 | 0.01 | 9,800% |
| Annual Report Gross Expense Ratio | 0.98 | 0.01 | 9,800% |
| Fund Existence | 45 years | 9 years | - |
| Gain YTD | -7.655 | -10.399 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.32T | 0% |
| Annual Yield % from dividends | 0.85 | 1.36 | 63% |
| Returns for 1 year | -8.24 | 1.39 | -593% |
| Returns for 3 years | -3.97 | 19.95 | -20% |
| Returns for 5 years | 32.30 | 89.02 | 36% |
| Returns for 10 years | 22.92 | N/A | - |
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