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OARDX vs VFINX
OARDX vs VFINX Comparison
Open Charts OARDX vs VFINX
Invesco Rising Dividends A
Price$26.94
Change-$0.95 (-3.41%)
VolumeN/A
Net Assets3.44B
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
OARDX vs VFINX Comparison Chart in %
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OARDX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. OARDX (3.44B). VFINX pays higher dividends than OARDX: VFINX (1.01) vs OARDX (0.61). OARDX was incepted earlier than VFINX: OARDX (46 years) vs VFINX (49 years). OARDX (0.98) is less costly to investors than VFINX (0.14). OARDX is a more actively managed with annual turnover of: 34.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OARDX: VFINX (0) vs OARDX (1000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. OARDX (8.31). VFINX return over 5 years is better than : 78.93 vs. OARDX (21.15).
| OARDX | VFINX | OARDX / VFINX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 46 years | 49 years | - |
| Gain YTD | 1.202 | 1.131 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 1.48T | 0% |
| Annual Yield % from dividends | 0.61 | 1.01 | 60% |
| Returns for 1 year | 8.31 | 15.48 | 54% |
| Returns for 3 years | 24.71 | 67.54 | 37% |
| Returns for 5 years | 21.15 | 78.93 | 27% |
| Returns for 10 years | 74.74 | 268.63 | 28% |
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