OARDX
Price
$26.54
Change
+$0.22 (+0.84%)
Updated
Jul 3 closing price
Net Assets
3.31B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$26.54
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. OARDX (3.31B). 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 : 13.89 vs. OARDX (2.76). VTSMX return over 5 years is better than : 95.59 vs. OARDX (41.68).
OARDXVTSMXOARDX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio0.980.14700%
Fund Existence45 years33 years-
Gain YTD8.7436.421136%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends0.791.1270%
Returns for 1 year2.7613.8920%
Returns for 3 years28.0062.0845%
Returns for 5 years41.6895.5944%
Returns for 10 years45.62198.0523%
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