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OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$27.72
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets3.41B
Vanguard 500 Index Investor
Price$611.30
Change-$0.77 (-0.13%)
VolumeN/A
Net Assets1.37T
OARDX vs VFINX Comparison Chart in %
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OARDX vs. VFINX commentary
Sep 17, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. OARDX (3.41B). VFINX pays higher dividends than OARDX: VFINX (1.07) vs OARDX (0.76). OARDX was incepted earlier than VFINX: OARDX (45 years) vs VFINX (49 years). OARDX (0.98) is less costly to investors than VFINX (0.14). OARDX is a more actively managed with annual turnover of: 31.00 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 : 17.48 vs. OARDX (4.44). VFINX return over 5 years is better than : 97.09 vs. OARDX (35.50).
| OARDX | VFINX | OARDX / VFINX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 45 years | 49 years | - |
| Gain YTD | 13.906 | 12.776 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.37T | 0% |
| Annual Yield % from dividends | 0.76 | 1.07 | 71% |
| Returns for 1 year | 4.44 | 17.48 | 25% |
| Returns for 3 years | 33.02 | 70.79 | 47% |
| Returns for 5 years | 35.50 | 97.09 | 37% |
| Returns for 10 years | 62.36 | 239.44 | 26% |
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