OARDX
Price
$27.04
Change
+$0.13 (+0.48%)
Updated
Jul 25 closing price
Net Assets
3.35B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$27.04
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
OARDX vs VSMPX Comparison Chart in %
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VS
OARDX vs. VSMPX commentary
Jul 27, 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: 1.91T vs. OARDX (3.35B). 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 : 17.76 vs. OARDX (6.04). VSMPX return over 5 years is better than : 93.61 vs. OARDX (39.70).
OARDXVSMPXOARDX / VSMPX
Total Expense Ratio0.980.024,900%
Annual Report Gross Expense Ratio0.980.024,900%
Fund Existence45 years10 years-
Gain YTD10.7928.298130%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.91T0%
Annual Yield % from dividends0.791.2264%
Returns for 1 year6.0417.7634%
Returns for 3 years27.4960.6745%
Returns for 5 years39.7093.6142%
Returns for 10 years46.97192.0924%
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