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OARDX vs VFFSX
OARDX vs VFFSX Comparison
Open Charts OARDX vs VFFSX
Invesco Rising Dividends A
Price$27.82
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets3.38B
Vanguard 500 Index Institutional Select
Price$325.99
Change+$1.92 (+0.59%)
VolumeN/A
Net Assets1.37T
OARDX vs VFFSX Comparison Chart in %
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OARDX vs. VFFSX commentary
Sep 29, 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 VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. OARDX (3.38B). VFFSX pays higher dividends than OARDX: VFFSX (1.18) vs OARDX (0.76). OARDX was incepted earlier than VFFSX: OARDX (45 years) vs VFFSX (9 years). OARDX (0.98) is less costly to investors than VFFSX (0.01). OARDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). OARDX has a lower initial minimum investment than VFFSX: OARDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 15.70 vs. OARDX (3.31). VFFSX return over 5 years is better than : 101.56 vs. OARDX (38.20).
| OARDX | VFFSX | OARDX / VFFSX | |
| Total Expense Ratio | 0.98 | 0.01 | 9,800% |
| Annual Report Gross Expense Ratio | 0.98 | 0.01 | 9,800% |
| Fund Existence | 45 years | 9 years | - |
| Gain YTD | 14.156 | 13.315 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.37T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 65% |
| Returns for 1 year | 3.31 | 15.70 | 21% |
| Returns for 3 years | 41.20 | 83.07 | 50% |
| Returns for 5 years | 38.20 | 101.56 | 38% |
| Returns for 10 years | 69.95 | N/A | - |