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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$27.05
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Aug 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 Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OARDX (3.35B). VTSMX pays higher dividends than OARDX: VTSMX (1.09) vs OARDX (0.77). OARDX was incepted earlier than VTSMX: OARDX (45 years) vs VTSMX (33 years). OARDX (0.98) is less costly to investors than VTSMX (0.14). OARDX is a more actively managed with annual turnover of: 31.00 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 : 16.52 vs. OARDX (3.46). VTSMX return over 5 years is better than : 86.32 vs. OARDX (33.10).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | 11.161 | 9.557 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 0.77 | 1.09 | 71% |
| Returns for 1 year | 3.46 | 16.52 | 21% |
| Returns for 3 years | 17.67 | 47.19 | 37% |
| Returns for 5 years | 33.10 | 86.32 | 38% |
| Returns for 10 years | 46.80 | 203.34 | 23% |
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