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OARDX vs VFIAX
OARDX vs VFIAX Comparison
Open Charts OARDX vs VFIAX
Invesco Rising Dividends A
Price$25.07
Change-$0.13 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
OARDX vs VFIAX Comparison Chart
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OARDX vs. VFIAX commentary
Dec 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. OARDX (3.28B). 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 : 27.64 vs. OARDX (10.46). VFIAX return over 5 years is better than : 88.64 vs. OARDX (27.53).
| 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 | 9.643 | 27.303 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 0.80 | 1.32 | 61% |
| Returns for 1 year | 10.46 | 27.64 | 38% |
| Returns for 3 years | 4.22 | 30.99 | 14% |
| Returns for 5 years | 27.53 | 88.64 | 31% |
| Returns for 10 years | 36.48 | 193.66 | 19% |
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