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OARDX vs VFIAX
OARDX vs VFIAX Comparison
Open Charts OARDX vs VFIAX
Invesco Rising Dividends A
Price$24.20
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets3.03B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
OARDX vs VFIAX Comparison Chart
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OARDX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. OARDX (3.04B). VFIAX pays higher dividends than OARDX: VFIAX (1.36) vs OARDX (0.86). OARDX was incepted earlier than VFIAX: OARDX (45 years) vs VFIAX (25 years). OARDX (0.98) is less costly to investors than VFIAX (0.04). OARDX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). OARDX has a lower initial minimum investment than VFIAX: OARDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. OARDX (-2.66). VFIAX return over 5 years is better than : 92.14 vs. OARDX (35.51).
| OARDX | VFIAX | OARDX / VFIAX | |
| Total Expense Ratio | 0.98 | 0.04 | 2,450% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 45 years | 25 years | - |
| Gain YTD | -1.847 | -4.178 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 1.34T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 64% |
| Returns for 1 year | -2.66 | 8.60 | -31% |
| Returns for 3 years | 8.63 | 41.15 | 21% |
| Returns for 5 years | 35.51 | 92.14 | 39% |
| Returns for 10 years | 29.43 | 167.68 | 18% |
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