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OARDX vs VITSX
OARDX vs VITSX Comparison
Open Charts OARDX vs VITSX
Invesco Rising Dividends A
Price$23.39
Change+$0.41 (+1.78%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
OARDX vs VITSX Comparison Chart
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OARDX vs. VITSX commentary
Apr 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. OARDX (2.9B). VITSX pays higher dividends than OARDX: VITSX (1.36) vs OARDX (0.85). OARDX was incepted earlier than VITSX: OARDX (45 years) vs VITSX (28 years). OARDX (0.98) is less costly to investors than VITSX (0.03). OARDX is a more actively managed with annual turnover of: 31.00 vs. VITSX (2.00). OARDX has a lower initial minimum investment than VITSX: OARDX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 5.27 vs. OARDX (-4.89). VITSX return over 5 years is better than : 86.78 vs. OARDX (34.34).
| OARDX | VITSX | OARDX / VITSX | |
| Total Expense Ratio | 0.98 | 0.03 | 3,267% |
| Annual Report Gross Expense Ratio | 0.98 | 0.03 | 3,267% |
| Fund Existence | 45 years | 28 years | - |
| Gain YTD | -6.019 | -9.018 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.85 | 1.36 | 63% |
| Returns for 1 year | -4.89 | 5.27 | -93% |
| Returns for 3 years | 0.05 | 22.59 | 0% |
| Returns for 5 years | 34.34 | 86.78 | 40% |
| Returns for 10 years | 24.42 | 150.66 | 16% |
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