OARDX
Price
$27.04
Change
+$0.13 (+0.48%)
Updated
Jul 25 closing price
Net Assets
3.35B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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OARDX vs VTSMX

Header iconOARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMXBanner 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 I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OARDX (3.35B). VTSMX pays higher dividends than OARDX: VTSMX (1.12) vs OARDX (0.79). OARDX was incepted earlier than VTSMX: OARDX (45 years) vs VTSMX (33 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 : 17.75 vs. OARDX (6.04). VTSMX return over 5 years is better than : 93.51 vs. OARDX (39.70).
OARDXVTSMXOARDX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio0.980.14700%
Fund Existence45 years33 years-
Gain YTD10.7928.287130%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.91T0%
Annual Yield % from dividends0.791.1270%
Returns for 1 year6.0417.7534%
Returns for 3 years27.4960.6045%
Returns for 5 years39.7093.5142%
Returns for 10 years46.97200.9723%
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