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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
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.
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).
| 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 | 10.792 | 8.287 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.91T | 0% |
| Annual Yield % from dividends | 0.79 | 1.12 | 70% |
| Returns for 1 year | 6.04 | 17.75 | 34% |
| Returns for 3 years | 27.49 | 60.60 | 45% |
| Returns for 5 years | 39.70 | 93.51 | 42% |
| Returns for 10 years | 46.97 | 200.97 | 23% |
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