OARDX
Price
$24.52
Change
-$0.08 (-0.33%)
Updated
Feb 26, 6:59 PM EST
VFINX
Price
$468.61
Change
-$1.77 (-0.38%)
Updated
Feb 26, 6:59 PM EST
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Compare trend and price OARDX vs VFINX

Header iconOARDX vs VFINX Comparison
Open Charts OARDX vs VFINXBanner chart's image
Invesco Rising Dividends A
Price$24.52
Change-$0.08 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$468.61
Change-$1.77 (-0.38%)
VolumeN/A
CapitalizationN/A
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OARDX vs VFINX Comparison Chart

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VS
OARDX vs. VFINX commentary
Feb 27, 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 Hold and VFINX is a Buy.

FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.01T vs. OARDX (3.06B). VFINX pays higher dividends than OARDX: VFINX (1.33) vs OARDX (0.87). OARDX was incepted earlier than VFINX: OARDX (44 years) vs VFINX (48 years). OARDX (0.96) is less costly to investors than VFINX (0.14). 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 : 27.71 vs. OARDX (15.13). VFINX return over 5 years is better than : 81.35 vs. OARDX (37.90).
OARDXVFINXOARDX / VFINX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence44 years48 years-
Gain YTD6.3316.48898%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRA500N/A-
Net Assets3.06B1.01T0%
Annual Yield % from dividends0.871.3365%
Returns for 1 year15.1327.7155%
Returns for 3 years10.5733.0132%
Returns for 5 years37.9081.3547%
Returns for 10 years34.96177.7820%
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