OARDX
Price
$26.54
Change
+$0.22 (+0.84%)
Updated
Jul 3 closing price
Net Assets
3.31B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OARDX vs VSMPX

Header iconOARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPXBanner chart's image
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 %
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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.

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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).
OARDXVSMPXOARDX / VSMPX
Total Expense Ratio0.980.024,900%
Annual Report Gross Expense Ratio0.980.024,900%
Fund Existence45 years10 years-
Gain YTD8.7436.426136%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends0.791.2264%
Returns for 1 year2.7613.9020%
Returns for 3 years28.0062.1745%
Returns for 5 years41.6895.6944%
Returns for 10 years45.62189.2124%
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