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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$18.74
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets3.22B
FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Jan 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 FXAIX is a Hold and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. OCRDX (3.22B). FXAIX pays higher dividends than OCRDX: FXAIX (1.31) vs OCRDX (0.14). FXAIX was incepted earlier than OCRDX: FXAIX (14 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 : 27.15 vs. OCRDX (4.91). FXAIX return over 5 years is better than : 94.81 vs. OCRDX (6.35).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 2.013 | 1.737 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 3.22B | 19,206% |
| Annual Yield % from dividends | 1.31 | 0.14 | 936% |
| Returns for 1 year | 27.15 | 4.91 | 553% |
| Returns for 3 years | 37.22 | -3.92 | -950% |
| Returns for 5 years | 94.81 | 6.35 | 1,492% |
| Returns for 10 years | 222.48 | 12.59 | 1,768% |
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