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OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$28.12
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets3.42B
Vanguard 500 Index Investor
Price$627.25
Change+$4.94 (+0.79%)
VolumeN/A
Net Assets1.41T
OARDX vs VFINX Comparison Chart in %
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OARDX vs. VFINX commentary
Oct 25, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. OARDX (3.42B). VFINX pays higher dividends than OARDX: VFINX (1.05) vs OARDX (0.71). OARDX was incepted earlier than VFINX: OARDX (46 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 : 16.04 vs. OARDX (2.88). VFINX return over 5 years is better than : 94.70 vs. OARDX (33.98).
| OARDX | VFINX | OARDX / VFINX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 46 years | 49 years | - |
| Gain YTD | 14.895 | 14.677 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 1.41T | 0% |
| Annual Yield % from dividends | 0.71 | 1.05 | 68% |
| Returns for 1 year | 2.88 | 16.04 | 18% |
| Returns for 3 years | 36.39 | 74.82 | 49% |
| Returns for 5 years | 33.98 | 94.70 | 36% |
| Returns for 10 years | 55.89 | 226.69 | 25% |
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