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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$21.55
Change-$0.20 (-0.92%)
VolumeN/A
CapitalizationN/A
FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Nov 18, 2024
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 StrongSell and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. OCRDX (3.27B). 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 : 32.03 vs. OCRDX (15.82). FXAIX return over 5 years is better than : 102.32 vs. OCRDX (25.95).
| 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 | 24.554 | 20.257 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 3.27B | 18,112% |
| Annual Yield % from dividends | 1.31 | 0.14 | 936% |
| Returns for 1 year | 32.03 | 15.82 | 202% |
| Returns for 3 years | 30.80 | -5.88 | -523% |
| Returns for 5 years | 102.32 | 25.95 | 394% |
| Returns for 10 years | 210.78 | 15.89 | 1,326% |
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