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OARDX vs VSTSX
OARDX vs VSTSX Comparison
Open Charts OARDX vs VSTSX
Invesco Rising Dividends A
Price$26.91
Change-$1.91 (-6.63%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.72
Change+$0.97 (+0.30%)
VolumeN/A
Net Assets2.06T
OARDX vs VSTSX Comparison Chart in %
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OARDX vs. VSTSX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. OARDX (3.46B). VSTSX pays higher dividends than OARDX: VSTSX (1.12) vs OARDX (0.69). OARDX was incepted earlier than VSTSX: OARDX (46 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 : 12.71 vs. OARDX (-3.96). VSTSX return over 5 years is better than : 79.44 vs. OARDX (25.63).
| 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 | 46 years | 9 years | - |
| Gain YTD | 10.422 | 17.372 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 2.06T | 0% |
| Annual Yield % from dividends | 0.69 | 1.12 | 61% |
| Returns for 1 year | -3.96 | 12.71 | -31% |
| Returns for 3 years | 20.52 | 70.90 | 29% |
| Returns for 5 years | 25.63 | 79.44 | 32% |
| Returns for 10 years | 60.60 | N/A | - |
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