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 a closer substitute for your current allocation.
Cheapest Alternatives to OARDX
OARDX charges 1.00% annually. There are 302 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | OARDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | OARDX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | OARDX vs WBREOX |
Best Risk-Adjusted Alternatives to OARDX
OARDX has a PortfoliosLab risk / return rank of 52. There are 203 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | OARDX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | OARDX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | OARDX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | OARDX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | OARDX vs RCKSX |
Top Performing OARDX Alternatives (YTD)
OARDX is at 7.62% YTD. There are 306 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | OARDX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | OARDX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | OARDX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | OARDX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | OARDX vs IGIAX |
Lowest Volatility Alternatives to OARDX
OARDX has 11.58% 1-year volatility. There are 51 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | OARDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | OARDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | OARDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | OARDX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | OARDX vs SILVX |
Lowest Drawdown Alternatives to OARDX
OARDX has a 1-year max drawdown of -9.60%. There are 232 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | OARDX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | OARDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | OARDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | OARDX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | OARDX vs AMFEX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | OARDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | OARDX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | OARDX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | OARDX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | OARDX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | OARDX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | OARDX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | OARDX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | OARDX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | OARDX vs VADDX |
Often Compared With OARDX
Investors most often compare OARDX with OPTFX, SPY, ACUSX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare OARDX with Any Fund or Stock
Compare OARDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OARDX with funds that move differently
Invesco Rising Dividends Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OARDX.
Explore OARDX Diversifiers