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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$20.80
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.38B
FXAIX vs OCRDX Comparison Chart in %
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FXAIX vs. OCRDX commentary
Sep 15, 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: 696B vs. OCRDX (3.38B). FXAIX pays higher dividends than OCRDX: FXAIX (1.16) vs OCRDX (0.10). 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 : 19.20 vs. OCRDX (0.88). FXAIX return over 5 years is better than : 112.25 vs. OCRDX (19.65).
| 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 | 12.949 | 12.921 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 3.38B | 20,567% |
| Annual Yield % from dividends | 1.16 | 0.10 | 1,137% |
| Returns for 1 year | 19.20 | 0.88 | 2,192% |
| Returns for 3 years | 74.98 | 19.81 | 378% |
| Returns for 5 years | 112.25 | 19.65 | 571% |
| Returns for 10 years | 265.00 | 28.41 | 933% |
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