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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$18.36
Change-$0.49 (-2.60%)
VolumeN/A
CapitalizationN/A
FXAIX vs OCRDX Comparison Chart
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FXAIX vs. OCRDX commentary
Dec 19, 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 StrongBuy and OCRDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. OCRDX (3.28B). 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 : 29.40 vs. OCRDX (6.00). FXAIX return over 5 years is better than : 104.23 vs. OCRDX (11.71).
| 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 | 28.550 | 5.295 | 539% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 3.28B | 19,274% |
| Annual Yield % from dividends | 1.31 | 0.14 | 936% |
| Returns for 1 year | 29.40 | 6.00 | 490% |
| Returns for 3 years | 37.14 | -4.43 | -839% |
| Returns for 5 years | 104.23 | 11.71 | 890% |
| Returns for 10 years | 217.91 | 9.97 | 2,185% |
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