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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$27.75
Change-$0.26 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
OARDX vs VTSMX Comparison Chart
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OARDX vs. VTSMX commentary
Nov 18, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. OARDX (3.27B). VTSMX pays higher dividends than OARDX: VTSMX (1.26) vs OARDX (0.80). OARDX was incepted earlier than VTSMX: OARDX (45 years) vs VTSMX (33 years). OARDX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). OARDX has a lower initial minimum investment than VTSMX: OARDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. OARDX (18.87). VTSMX return over 5 years is better than : 83.72 vs. OARDX (39.91).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | 21.015 | 22.392 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.73T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 63% |
| Returns for 1 year | 18.87 | 30.52 | 62% |
| Returns for 3 years | 1.99 | 19.91 | 10% |
| Returns for 5 years | 39.91 | 83.72 | 48% |
| Returns for 10 years | 40.62 | 186.07 | 22% |