Interact to see
Advertisement
Advertisement
OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$26.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
OARDX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VSMPX commentary
Dec 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OARDX (3.44B). VSMPX pays higher dividends than OARDX: VSMPX (1.12) vs OARDX (0.69). OARDX was incepted earlier than VSMPX: OARDX (46 years) vs VSMPX (11 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 : 14.34 vs. OARDX (8.17). VSMPX return over 5 years is better than : 76.80 vs. OARDX (24.19).
| 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 | 46 years | 11 years | - |
| Gain YTD | 10.381 | 17.322 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.69 | 1.12 | 62% |
| Returns for 1 year | 8.17 | 14.34 | 57% |
| Returns for 3 years | 30.30 | 78.77 | 38% |
| Returns for 5 years | 24.19 | 76.80 | 31% |
| Returns for 10 years | 56.36 | 222.37 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers