Interact to see
Advertisement
Advertisement
OARDX vs VFIAX
OARDX vs VFIAX Comparison
Open Charts OARDX vs VFIAX
Invesco Rising Dividends A
Price$26.94
Change-$0.95 (-3.41%)
VolumeN/A
Net Assets3.44B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
OARDX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VFIAX commentary
Feb 04, 2026
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. OARDX (3.44B). VFIAX pays higher dividends than OARDX: VFIAX (1.10) vs OARDX (0.61). OARDX was incepted earlier than VFIAX: OARDX (46 years) vs VFIAX (25 years). OARDX (0.98) is less costly to investors than VFIAX (0.04). OARDX is a more actively managed with annual turnover of: 34.00 vs. VFIAX (2.00). OARDX has a lower initial minimum investment than VFIAX: OARDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. OARDX (8.31). VFIAX return over 5 years is better than : 78.94 vs. OARDX (21.15).
| OARDX | VFIAX | OARDX / VFIAX | |
| Total Expense Ratio | 0.98 | 0.04 | 2,450% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 46 years | 25 years | - |
| Gain YTD | 1.202 | 1.141 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 1.48T | 0% |
| Annual Yield % from dividends | 0.61 | 1.10 | 55% |
| Returns for 1 year | 8.31 | 15.49 | 54% |
| Returns for 3 years | 24.71 | 67.56 | 37% |
| Returns for 5 years | 21.15 | 78.94 | 27% |
| Returns for 10 years | 74.74 | 268.61 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers