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OARDX vs VFIAX
OARDX vs VFIAX Comparison
Open Charts OARDX vs VFIAX
Invesco Rising Dividends A
Price$22.96
Change+$0.38 (+1.68%)
VolumeN/A
Net Assets2.86B
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
OARDX vs VFIAX Comparison Chart
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OARDX vs. VFIAX commentary
Apr 12, 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: 1.32T vs. OARDX (2.86B). VFIAX pays higher dividends than OARDX: VFIAX (1.35) vs OARDX (0.85). OARDX was incepted earlier than VFIAX: OARDX (45 years) vs VFIAX (24 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 : 1.37 vs. OARDX (-8.24). VFIAX return over 5 years is better than : 88.91 vs. OARDX (32.30).
| 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 | 24 years | - |
| Gain YTD | -7.655 | -10.405 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.32T | 0% |
| Annual Yield % from dividends | 0.85 | 1.35 | 63% |
| Returns for 1 year | -8.24 | 1.37 | -602% |
| Returns for 3 years | -3.97 | 19.88 | -20% |
| Returns for 5 years | 32.30 | 88.91 | 36% |
| Returns for 10 years | 22.92 | 151.75 | 15% |
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