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OARDX vs VTSAX
OARDX vs VTSAX Comparison
Open Charts OARDX vs VTSAX
Invesco Rising Dividends A
Price$23.39
Change+$0.41 (+1.78%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
OARDX vs VTSAX Comparison Chart
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OARDX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. OARDX (2.9B). VTSAX pays higher dividends than OARDX: VTSAX (1.35) vs OARDX (0.85). OARDX was incepted earlier than VTSAX: OARDX (45 years) vs VTSAX (24 years). OARDX (0.98) is less costly to investors than VTSAX (0.04). OARDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). OARDX has a lower initial minimum investment than VTSAX: OARDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 5.27 vs. OARDX (-4.89). VTSAX return over 5 years is better than : 86.80 vs. OARDX (34.34).
| OARDX | VTSAX | OARDX / VTSAX | |
| Total Expense Ratio | 0.98 | 0.04 | 2,450% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 45 years | 24 years | - |
| Gain YTD | -6.019 | -9.019 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.85 | 1.35 | 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 | 86.80 | 40% |
| Returns for 10 years | 24.42 | 150.71 | 16% |
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