Interact to see
Advertisement
Advertisement
OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.743 | 6.421 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.12 | 70% |
| Returns for 1 year | 2.76 | 13.89 | 20% |
| Returns for 3 years | 28.00 | 62.08 | 45% |
| Returns for 5 years | 41.68 | 95.59 | 44% |
| Returns for 10 years | 45.62 | 198.05 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement