Interact to see
Advertisement
Advertisement
OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$26.54
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
OARDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VSMPX commentary
Jul 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OARDX (3.31B). VSMPX pays higher dividends than OARDX: VSMPX (1.22) vs OARDX (0.79). OARDX was incepted earlier than VSMPX: OARDX (45 years) vs VSMPX (10 years). OARDX (0.98) is less costly to investors than VSMPX (0.02). OARDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OARDX has a lower initial minimum investment than VSMPX: OARDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. OARDX (2.76). VSMPX return over 5 years is better than : 95.69 vs. OARDX (41.68).
| OARDX | VSMPX | OARDX / VSMPX | |
| Total Expense Ratio | 0.98 | 0.02 | 4,900% |
| Annual Report Gross Expense Ratio | 0.98 | 0.02 | 4,900% |
| Fund Existence | 45 years | 10 years | - |
| Gain YTD | 8.743 | 6.426 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.22 | 64% |
| Returns for 1 year | 2.76 | 13.90 | 20% |
| Returns for 3 years | 28.00 | 62.17 | 45% |
| Returns for 5 years | 41.68 | 95.69 | 44% |
| Returns for 10 years | 45.62 | 189.21 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement