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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$26.94
Change-$0.95 (-3.41%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. OARDX (3.44B). VTSMX pays higher dividends than OARDX: VTSMX (1.00) vs OARDX (0.61). OARDX was incepted earlier than VTSMX: OARDX (46 years) vs VTSMX (34 years). OARDX (0.98) is less costly to investors than VTSMX (0.14). OARDX is a more actively managed with annual turnover of: 34.00 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 : 14.79 vs. OARDX (8.31). VTSMX return over 5 years is better than : 68.19 vs. OARDX (21.15).
| OARDX | VTSMX | OARDX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 46 years | 34 years | - |
| Gain YTD | 1.202 | 1.373 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.61 | 1.00 | 61% |
| Returns for 1 year | 8.31 | 14.79 | 56% |
| Returns for 3 years | 24.71 | 63.99 | 39% |
| Returns for 5 years | 21.15 | 68.19 | 31% |
| Returns for 10 years | 74.74 | 270.18 | 28% |
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