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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$19.80
Change-$0.25 (-1.25%)
VolumeN/A
Net Assets3.3B
FXAIX vs OCRDX Comparison Chart in %
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FXAIX vs. OCRDX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. OCRDX (3.3B). FXAIX pays higher dividends than OCRDX: FXAIX (1.19) 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 : 17.91 vs. OCRDX (-0.74). FXAIX return over 5 years is better than : 108.80 vs. OCRDX (18.60).
| 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 | 8.553 | 8.849 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 3.3B | 20,642% |
| Annual Yield % from dividends | 1.19 | 0.10 | 1,140% |
| Returns for 1 year | 17.91 | -0.74 | -2,415% |
| Returns for 3 years | 62.03 | 11.71 | 530% |
| Returns for 5 years | 108.80 | 18.60 | 585% |
| Returns for 10 years | 232.61 | 16.05 | 1,449% |
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