OARDX
Price
$27.04
Change
+$0.13 (+0.48%)
Updated
Jul 25 closing price
Net Assets
3.35B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$27.04
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
OARDX vs VTSAX Comparison Chart in %
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OARDX vs. VTSAX commentary
Jul 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. OARDX (3.35B). 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 : 17.75 vs. OARDX (6.04). VTSAX return over 5 years is better than : 93.55 vs. OARDX (39.70).
OARDXVTSAXOARDX / VTSAX
Total Expense Ratio0.980.042,450%
Annual Report Gross Expense Ratio0.980.042,450%
Fund Existence45 years25 years-
Gain YTD10.7928.289130%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.91T0%
Annual Yield % from dividends0.791.2165%
Returns for 1 year6.0417.7534%
Returns for 3 years27.4960.6345%
Returns for 5 years39.7093.5542%
Returns for 10 years46.97201.6423%
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