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OARDX vs VFIAX
OARDX vs VFIAX Comparison
Open Charts OARDX vs VFIAX
Invesco Rising Dividends A
Price$25.35
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets3.26B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
OARDX vs VFIAX Comparison Chart
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OARDX vs. VFIAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. OARDX (3.26B). VFIAX pays higher dividends than OARDX: VFIAX (1.32) vs OARDX (0.80). OARDX was incepted earlier than VFIAX: OARDX (45 years) vs VFIAX (24 years). OARDX is a more actively managed with annual turnover of: 29.00 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 : 24.73 vs. OARDX (9.58). VFIAX return over 5 years is better than : 87.32 vs. OARDX (27.04).
| OARDX | VFIAX | OARDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 24 years | - |
| Gain YTD | 3.469 | 2.751 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 1.35T | 0% |
| Annual Yield % from dividends | 0.80 | 1.32 | 61% |
| Returns for 1 year | 9.58 | 24.73 | 39% |
| Returns for 3 years | 7.03 | 33.85 | 21% |
| Returns for 5 years | 27.04 | 87.32 | 31% |
| Returns for 10 years | 42.40 | 199.28 | 21% |
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