Interact to see
Advertisement
Advertisement
OARDX vs VSTSX
OARDX vs VSTSX Comparison
Open Charts OARDX vs VSTSX
Invesco Rising Dividends A
Price$27.82
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.62
Change+$1.97 (+0.63%)
VolumeN/A
Net Assets1.95T
OARDX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OARDX vs. VSTSX commentary
Sep 29, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. OARDX (3.38B). VSTSX pays higher dividends than OARDX: VSTSX (1.17) vs OARDX (0.76). OARDX was incepted earlier than VSTSX: OARDX (45 years) vs VSTSX (9 years). OARDX (0.98) is less costly to investors than VSTSX (0.01). OARDX is a more actively managed with annual turnover of: 31.00 vs. VSTSX (2.00). OARDX has a lower initial minimum investment than VSTSX: OARDX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 15.66 vs. OARDX (3.31). VSTSX return over 5 years is better than : 96.74 vs. OARDX (38.20).
| OARDX | VSTSX | OARDX / VSTSX | |
| Total Expense Ratio | 0.98 | 0.01 | 9,800% |
| Annual Report Gross Expense Ratio | 0.98 | 0.01 | 9,800% |
| Fund Existence | 45 years | 9 years | - |
| Gain YTD | 14.156 | 12.988 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.95T | 0% |
| Annual Yield % from dividends | 0.76 | 1.17 | 65% |
| Returns for 1 year | 3.31 | 15.66 | 21% |
| Returns for 3 years | 41.20 | 80.43 | 51% |
| Returns for 5 years | 38.20 | 96.74 | 39% |
| Returns for 10 years | 69.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement