OARDX
Price
$26.54
Change
+$0.22 (+0.84%)
Updated
Jul 3 closing price
Net Assets
3.31B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OARDX vs VTSAX

Header iconOARDX vs VTSAX Comparison
Open Charts OARDX vs VTSAXBanner chart's image
Invesco Rising Dividends A
Price$26.54
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OARDX vs VTSAX Comparison Chart in %
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OARDX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OARDX (3.31B). VTSAX pays higher dividends than OARDX: VTSAX (1.21) vs OARDX (0.79). OARDX was incepted earlier than VTSAX: OARDX (45 years) vs VTSAX (25 years). OARDX (0.98) is less costly to investors than VTSAX (0.04). OARDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). OARDX has a lower initial minimum investment than VTSAX: OARDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. OARDX (2.76). VTSAX return over 5 years is better than : 95.62 vs. OARDX (41.68).
OARDXVTSAXOARDX / VTSAX
Total Expense Ratio0.980.042,450%
Annual Report Gross Expense Ratio0.980.042,450%
Fund Existence45 years25 years-
Gain YTD8.7436.416136%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends0.791.2165%
Returns for 1 year2.7613.8920%
Returns for 3 years28.0062.1245%
Returns for 5 years41.6895.6244%
Returns for 10 years45.62198.6923%
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