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OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$26.47
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets3.29B
Vanguard 500 Index Investor
Price$578.75
Change+$0.81 (+0.14%)
VolumeN/A
Net Assets1.49T
OARDX vs VFINX Comparison Chart in %
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OARDX vs. VFINX commentary
Jul 15, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. OARDX (3.29B). VFINX pays higher dividends than OARDX: VFINX (1.12) vs OARDX (0.79). 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 : 11.55 vs. OARDX (0.52). VFINX return over 5 years is better than : 94.18 vs. OARDX (37.12).
| 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 | 8.375 | 6.488 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.29B | 1.49T | 0% |
| Annual Yield % from dividends | 0.79 | 1.12 | 71% |
| Returns for 1 year | 0.52 | 11.55 | 5% |
| Returns for 3 years | 27.21 | 62.16 | 44% |
| Returns for 5 years | 37.12 | 94.18 | 39% |
| Returns for 10 years | 41.86 | 194.75 | 21% |
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