Invesco Rising Dividends Fund (OARDX) Alternatives
Invesco Rising Dividends Fund (OARDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OARDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OARDX
OARDX charges 1.00% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among OARDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | OARDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | OARDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | OARDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | OARDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | OARDX vs SSSYX |
Best Risk-Adjusted Alternatives to OARDX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | OARDX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | OARDX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | OARDX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | OARDX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | OARDX vs DHAMX |
Top Performing OARDX Alternatives (YTD)
OARDX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | OARDX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | OARDX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | OARDX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | OARDX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | OARDX vs RCKSX |
Lowest Volatility Alternatives to OARDX
OARDX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | OARDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | OARDX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | OARDX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | OARDX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | OARDX vs QUERX |
Lowest Drawdown Alternatives to OARDX
OARDX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | OARDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | OARDX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | OARDX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | OARDX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | OARDX vs GQEIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | OARDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OARDX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OARDX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OARDX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OARDX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OARDX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OARDX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OARDX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OARDX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OARDX vs VVOAX |
Often Compared With OARDX
What investors most often compare with OARDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OARDX vs SPY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | OARDX vs SCHD | |
| Invesco Capital Appreciation Fund | Large Cap Growth Equities | 18 | -11.51% | Jan 22, 1981 | OARDX vs OPTFX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | OARDX vs NSBRX | |
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | OARDX vs FDFIX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | OARDX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | OARDX vs VITPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | OARDX vs SSEYX |
Compare OARDX with Any Fund or Stock
Compare OARDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.