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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$25.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OARDX vs VTSMX Comparison Chart
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OARDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. OARDX (3.19B). VTSMX pays higher dividends than OARDX: VTSMX (1.26) vs OARDX (0.80). OARDX was incepted earlier than VTSMX: OARDX (44 years) vs VTSMX (32 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 : 24.06 vs. OARDX (14.16). VTSMX return over 5 years is better than : 82.00 vs. OARDX (39.96).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 32 years | - |
| Gain YTD | 16.519 | 16.841 | 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 | 1.26 | 63% |
| Returns for 1 year | 14.16 | 24.06 | 59% |
| Returns for 3 years | 3.16 | 21.32 | 15% |
| Returns for 5 years | 39.96 | 82.00 | 49% |
| Returns for 10 years | 39.23 | 180.08 | 22% |
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