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OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$26.33
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets3.29B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.58
Change-$1.50 (-0.53%)
VolumeN/A
Net Assets1.91T
OARDX vs VSMPX Comparison Chart in %
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OARDX vs. VSMPX commentary
Jul 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OARDX (3.29B). VSMPX pays higher dividends than OARDX: VSMPX (1.22) vs OARDX (0.79). 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 : 11.38 vs. OARDX (0.49). VSMPX return over 5 years is better than : 90.13 vs. OARDX (37.64).
| 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 | 8.456 | 6.286 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.29B | 1.91T | 0% |
| Annual Yield % from dividends | 0.79 | 1.22 | 64% |
| Returns for 1 year | 0.49 | 11.38 | 4% |
| Returns for 3 years | 27.31 | 60.34 | 45% |
| Returns for 5 years | 37.64 | 90.13 | 42% |
| Returns for 10 years | 41.97 | 181.72 | 23% |
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