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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$26.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Dec 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. OARDX (3.44B). VTSMX pays higher dividends than OARDX: VTSMX (1.02) vs OARDX (0.69). OARDX was incepted earlier than VTSMX: OARDX (46 years) vs VTSMX (34 years). OARDX (0.98) is less costly to investors than VTSMX (0.14). OARDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). OARDX has a lower initial minimum investment than VTSMX: OARDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. OARDX (8.17). VTSMX return over 5 years is better than : 76.71 vs. OARDX (24.19).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 46 years | 34 years | - |
| Gain YTD | 10.381 | 17.313 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.69 | 1.02 | 68% |
| Returns for 1 year | 8.17 | 14.32 | 57% |
| Returns for 3 years | 30.30 | 78.67 | 39% |
| Returns for 5 years | 24.19 | 76.71 | 32% |
| Returns for 10 years | 56.36 | 232.18 | 24% |
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