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OARDX vs VTSAX
OARDX vs VTSAX Comparison
Open Charts OARDX vs VTSAX
Invesco Rising Dividends A
Price$25.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OARDX vs VTSAX Comparison Chart
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OARDX vs. VTSAX commentary
Sep 16, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. OARDX (3.19B). VTSAX pays higher dividends than OARDX: VTSAX (1.35) vs OARDX (0.80). OARDX was incepted earlier than VTSAX: OARDX (44 years) vs VTSAX (24 years). OARDX is a more actively managed with annual turnover of: 29.00 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 : 24.07 vs. OARDX (14.16). VTSAX return over 5 years is better than : 82.06 vs. OARDX (39.96).
| OARDX | VTSAX | OARDX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 24 years | - |
| Gain YTD | 16.519 | 16.878 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 1.72T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | 14.16 | 24.07 | 59% |
| Returns for 3 years | 3.16 | 21.33 | 15% |
| Returns for 5 years | 39.96 | 82.06 | 49% |
| Returns for 10 years | 39.23 | 180.84 | 22% |
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