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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$27.86
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OARDX (3.35B). VTSMX pays higher dividends than OARDX: VTSMX (1.02) vs OARDX (0.70). OARDX was incepted earlier than VTSMX: OARDX (46 years) vs VTSMX (34 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 : 10.79 vs. OARDX (0.97). VTSMX return over 5 years is better than : 77.62 vs. OARDX (30.61).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 46 years | 34 years | - |
| Gain YTD | 14.320 | 11.948 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 69% |
| Returns for 1 year | 0.97 | 10.79 | 9% |
| Returns for 3 years | 27.38 | 63.83 | 43% |
| Returns for 5 years | 30.61 | 77.62 | 39% |
| Returns for 10 years | 52.18 | 213.77 | 24% |
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