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OARDX vs VFFSX
OARDX vs VFFSX Comparison
Open Charts OARDX vs VFFSX
Invesco Rising Dividends A
Price$27.75
Change-$0.26 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$287.61
Change-$3.81 (-1.31%)
VolumeN/A
CapitalizationN/A
OARDX vs VFFSX Comparison Chart
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OARDX vs. VFFSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.28T vs. OARDX (3.27B). VFFSX pays higher dividends than OARDX: VFFSX (1.33) vs OARDX (0.80). OARDX was incepted earlier than VFFSX: OARDX (45 years) vs VFFSX (8 years). OARDX is a more actively managed with annual turnover of: 29.00 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 : 30.25 vs. OARDX (18.87). VFFSX return over 5 years is better than : 88.20 vs. OARDX (39.91).
| OARDX | VFFSX | OARDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 8 years | - |
| Gain YTD | 21.015 | 23.371 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.28T | 0% |
| Annual Yield % from dividends | 0.80 | 1.33 | 60% |
| Returns for 1 year | 18.87 | 30.25 | 62% |
| Returns for 3 years | 1.99 | 24.99 | 8% |
| Returns for 5 years | 39.91 | 88.20 | 45% |
| Returns for 10 years | 40.62 | N/A | - |
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