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OARDX vs VFFSX
OARDX vs VFFSX Comparison
Open Charts OARDX vs VFFSX
Invesco Rising Dividends A
Price$24.20
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets3.03B
Vanguard 500 Index Institutional Select
Price$277.30
Change+$1.59 (+0.58%)
VolumeN/A
Net Assets1.33T
OARDX vs VFFSX Comparison Chart
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OARDX vs. VFFSX commentary
May 09, 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: 1.34T vs. OARDX (3.04B). VFFSX pays higher dividends than OARDX: VFFSX (1.37) vs OARDX (0.86). 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 : 8.61 vs. OARDX (-2.66). VFFSX return over 5 years is better than : 92.26 vs. OARDX (35.51).
| 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 | -1.847 | -4.171 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.34T | 0% |
| Annual Yield % from dividends | 0.86 | 1.37 | 63% |
| Returns for 1 year | -2.66 | 8.61 | -31% |
| Returns for 3 years | 8.63 | 41.23 | 21% |
| Returns for 5 years | 35.51 | 92.26 | 38% |
| Returns for 10 years | 29.43 | N/A | - |
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