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OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$23.39
Change+$0.41 (+1.78%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
OARDX vs VSMPX Comparison Chart
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OARDX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. OARDX (2.9B). VSMPX pays higher dividends than OARDX: VSMPX (1.37) vs OARDX (0.85). 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 : 5.28 vs. OARDX (-4.89). VSMPX return over 5 years is better than : 86.84 vs. OARDX (34.34).
| 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 | -6.019 | -9.015 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.85 | 1.37 | 63% |
| Returns for 1 year | -4.89 | 5.28 | -92% |
| Returns for 3 years | 0.05 | 22.62 | 0% |
| Returns for 5 years | 34.34 | 86.84 | 40% |
| Returns for 10 years | 24.42 | N/A | - |