Interact to see
Advertisement
Advertisement
OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$27.05
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
OARDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VSMPX commentary
Aug 16, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OARDX (3.35B). VSMPX pays higher dividends than OARDX: VSMPX (1.20) vs OARDX (0.77). OARDX was incepted earlier than VSMPX: OARDX (45 years) vs VSMPX (10 years). OARDX (0.98) is less costly to investors than VSMPX (0.02). OARDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OARDX has a lower initial minimum investment than VSMPX: OARDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.53 vs. OARDX (3.46). VSMPX return over 5 years is better than : 86.39 vs. OARDX (33.10).
| OARDX | VSMPX | OARDX / VSMPX | |
| Total Expense Ratio | 0.98 | 0.02 | 4,900% |
| Annual Report Gross Expense Ratio | 0.98 | 0.02 | 4,900% |
| Fund Existence | 45 years | 10 years | - |
| Gain YTD | 11.161 | 9.572 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 0.77 | 1.20 | 65% |
| Returns for 1 year | 3.46 | 16.53 | 21% |
| Returns for 3 years | 17.67 | 47.25 | 37% |
| Returns for 5 years | 33.10 | 86.39 | 38% |
| Returns for 10 years | 46.80 | 194.33 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement