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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$22.96
Change+$0.38 (+1.68%)
VolumeN/A
Net Assets2.86B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
OARDX vs VTSMX Comparison Chart
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OARDX vs. VTSMX commentary
Apr 12, 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: 1.7T vs. OARDX (2.86B). VTSMX pays higher dividends than OARDX: VTSMX (1.25) vs OARDX (0.85). 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 : 0.30 vs. OARDX (-8.24). VTSMX return over 5 years is better than : 85.34 vs. OARDX (32.30).
| 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 | -7.655 | -11.144 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.7T | 0% |
| Annual Yield % from dividends | 0.85 | 1.25 | 68% |
| Returns for 1 year | -8.24 | 0.30 | -2,716% |
| Returns for 3 years | -3.97 | 17.00 | -23% |
| Returns for 5 years | 32.30 | 85.34 | 38% |
| Returns for 10 years | 22.92 | 145.28 | 16% |
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