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OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$27.62
Change+$0.04 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$539.39
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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OARDX vs VFINX Comparison Chart
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OARDX vs. VFINX commentary
Oct 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. OARDX (3.27B). VFINX pays higher dividends than OARDX: VFINX (1.24) vs OARDX (0.80). OARDX was incepted earlier than VFINX: OARDX (44 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 : 33.68 vs. OARDX (21.50). VFINX return over 5 years is better than : 95.77 vs. OARDX (44.27).
| OARDX | VFINX | OARDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 48 years | - |
| Gain YTD | 20.273 | 22.637 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.28T | 0% |
| Annual Yield % from dividends | 0.80 | 1.24 | 65% |
| Returns for 1 year | 21.50 | 33.68 | 64% |
| Returns for 3 years | 5.92 | 30.72 | 19% |
| Returns for 5 years | 44.27 | 95.77 | 46% |
| Returns for 10 years | 54.53 | 211.64 | 26% |
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