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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$18.88
Change-$0.29 (-1.51%)
VolumeN/A
Net Assets3.23B
FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Feb 23, 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 StrongBuy and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. OCRDX (3.23B). FXAIX pays higher dividends than OCRDX: FXAIX (1.31) vs OCRDX (0.14). FXAIX was incepted earlier than OCRDX: FXAIX (14 years) vs OCRDX (32 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 : 19.81 vs. OCRDX (-0.90). FXAIX return over 5 years is better than : 94.76 vs. OCRDX (6.85).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 2.419 | 2.497 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 3.23B | 19,814% |
| Annual Yield % from dividends | 1.31 | 0.14 | 936% |
| Returns for 1 year | 19.81 | -0.90 | -2,207% |
| Returns for 3 years | 46.26 | 1.47 | 3,148% |
| Returns for 5 years | 94.76 | 6.85 | 1,384% |
| Returns for 10 years | 208.81 | 8.12 | 2,570% |
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