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OARDX vs VITSX
OARDX vs VITSX Comparison
Open Charts OARDX vs VITSX
Invesco Rising Dividends A
Price$24.67
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets3.1B
Vanguard Total Stock Market Idx I
Price$139.62
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
OARDX vs VITSX Comparison Chart
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OARDX vs. VITSX commentary
May 23, 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: 1.72T vs. OARDX (3.1B). VITSX pays higher dividends than OARDX: VITSX (1.37) vs OARDX (0.86). 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 : 9.51 vs. OARDX (-2.18). VITSX return over 5 years is better than : 92.94 vs. OARDX (38.32).
| 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 | 1.056 | -0.975 | -108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.37 | 63% |
| Returns for 1 year | -2.18 | 9.51 | -23% |
| Returns for 3 years | 15.45 | 44.78 | 35% |
| Returns for 5 years | 38.32 | 92.94 | 41% |
| Returns for 10 years | 32.28 | 170.38 | 19% |
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