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OARDX vs VSMPX
OARDX vs VSMPX Comparison
Open Charts OARDX vs VSMPX
Invesco Rising Dividends A
Price$28.08
Change-$0.41 (-1.44%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
OARDX vs VSMPX Comparison Chart in %
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OARDX vs. VSMPX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. OARDX (3.4B). VSMPX pays higher dividends than OARDX: VSMPX (1.12) vs OARDX (0.70). 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 : 13.44 vs. OARDX (2.26). VSMPX return over 5 years is better than : 84.08 vs. OARDX (31.95).
| 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 | 16.905 | 15.994 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.12 | 62% |
| Returns for 1 year | 2.26 | 13.44 | 17% |
| Returns for 3 years | 30.27 | 68.30 | 44% |
| Returns for 5 years | 31.95 | 84.08 | 38% |
| Returns for 10 years | 61.31 | 225.48 | 27% |
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