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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$17.48
Change+$1.32 (+8.17%)
VolumeN/A
Net Assets2.73B
FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Apr 11, 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 Buy and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. OCRDX (2.73B). FXAIX pays higher dividends than OCRDX: FXAIX (1.30) vs OCRDX (0.11). FXAIX was incepted earlier than OCRDX: FXAIX (14 years) vs OCRDX (32 years). OCRDX (1.73) is less costly to investors than FXAIX (0.01). OCRDX is a more actively managed with annual turnover of: 31.00 vs. FXAIX (2.00). 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 : -3.10 vs. OCRDX (-16.66). FXAIX return over 5 years is better than : 92.75 vs. OCRDX (10.37).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | 0.01 | 1.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.73 | 1% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -15.000 | -12.269 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 2.73B | 21,937% |
| Annual Yield % from dividends | 1.30 | 0.11 | 1,143% |
| Returns for 1 year | -3.10 | -16.66 | 19% |
| Returns for 3 years | 16.20 | -17.65 | -92% |
| Returns for 5 years | 92.75 | 10.37 | 894% |
| Returns for 10 years | 159.34 | -6.15 | -2,592% |
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