Ad is loading...
OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$25.07
Change-$0.13 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$559.88
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
OARDX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. OARDX (3.28B). VFINX pays higher dividends than OARDX: VFINX (1.24) vs OARDX (0.80). OARDX was incepted earlier than VFINX: OARDX (45 years) vs VFINX (48 years). OARDX is a more actively managed with annual turnover of: 29.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OARDX: VFINX (0) vs OARDX (1000). VFINX annual gain was more profitable for investors over the last year : 27.63 vs. OARDX (10.46). VFINX return over 5 years is better than : 88.65 vs. OARDX (27.53).
| OARDX | VFINX | OARDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 48 years | - |
| Gain YTD | 9.643 | 27.275 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 0.80 | 1.24 | 65% |
| Returns for 1 year | 10.46 | 27.63 | 38% |
| Returns for 3 years | 4.22 | 30.99 | 14% |
| Returns for 5 years | 27.53 | 88.65 | 31% |
| Returns for 10 years | 36.48 | 193.62 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...