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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$20.97
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Sep 21, 2024
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 FXAIX is a Buy and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. OCRDX (3.22B). FXAIX pays higher dividends than OCRDX: FXAIX (1.31) vs OCRDX (0.14). FXAIX was incepted earlier than OCRDX: FXAIX (13 years) vs OCRDX (31 years). OCRDX is a more actively managed with annual turnover of: 29.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than OCRDX: FXAIX (0) vs OCRDX (1000). FXAIX annual gain was more profitable for investors over the last year : 33.63 vs. OCRDX (16.27). FXAIX return over 5 years is better than : 104.21 vs. OCRDX (27.22).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 20.776 | 17.020 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 3.22B | 18,151% |
| Annual Yield % from dividends | 1.31 | 0.14 | 936% |
| Returns for 1 year | 33.63 | 16.27 | 207% |
| Returns for 3 years | 37.19 | -1.92 | -1,939% |
| Returns for 5 years | 104.21 | 27.22 | 383% |
| Returns for 10 years | 212.82 | 17.31 | 1,229% |
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