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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$25.30
Change-$0.31 (-1.21%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OARDX vs VTSMX Comparison Chart
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OARDX vs. VTSMX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OARDX (3.16B). VTSMX pays higher dividends than OARDX: VTSMX (1.18) vs OARDX (0.82). 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 : 10.06 vs. OARDX (-1.35). VTSMX return over 5 years is better than : 91.36 vs. OARDX (37.63).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | 3.469 | 1.349 | 257% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.82 | 1.18 | 69% |
| Returns for 1 year | -1.35 | 10.06 | -13% |
| Returns for 3 years | 25.27 | 57.59 | 44% |
| Returns for 5 years | 37.63 | 91.36 | 41% |
| Returns for 10 years | 36.78 | 178.92 | 21% |
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