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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$24.67
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets3.1B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
OARDX vs VTSMX Comparison Chart
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OARDX vs. VTSMX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. OARDX (3.1B). VTSMX pays higher dividends than OARDX: VTSMX (1.26) vs OARDX (0.86). 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 : 9.50 vs. OARDX (-2.18). VTSMX return over 5 years is better than : 92.91 vs. OARDX (38.32).
| 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 | 1.056 | -0.985 | -107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | -2.18 | 9.50 | -23% |
| Returns for 3 years | 15.45 | 44.74 | 35% |
| Returns for 5 years | 38.32 | 92.91 | 41% |
| Returns for 10 years | 32.28 | 169.81 | 19% |