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OARDX vs VTSMX
OARDX vs VTSMX Comparison
Open Charts OARDX vs VTSMX
Invesco Rising Dividends A
Price$27.88
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
OARDX vs VTSMX Comparison Chart in %
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OARDX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. OARDX (3.39B). VTSMX pays higher dividends than OARDX: VTSMX (1.04) vs OARDX (0.71). 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: 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 : 13.79 vs. OARDX (1.77). VTSMX return over 5 years is better than : 84.86 vs. OARDX (31.89).
| 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 | 14.402 | 13.012 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 2.02T | 0% |
| Annual Yield % from dividends | 0.71 | 1.04 | 68% |
| Returns for 1 year | 1.77 | 13.79 | 13% |
| Returns for 3 years | 38.36 | 76.02 | 50% |
| Returns for 5 years | 31.89 | 84.86 | 38% |
| Returns for 10 years | 58.02 | 225.10 | 26% |
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