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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$20.99
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets3.43B
FXAIX vs OCRDX Comparison Chart in %
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FXAIX vs. OCRDX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. OCRDX (3.43B). FXAIX pays higher dividends than OCRDX: FXAIX (1.12) 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 : 19.85 vs. OCRDX (0.87). FXAIX return over 5 years is better than : 110.49 vs. OCRDX (17.57).
| 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 | 15.710 | 14.495 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 3.43B | 21,109% |
| Annual Yield % from dividends | 1.12 | 0.10 | 1,156% |
| Returns for 1 year | 19.85 | 0.87 | 2,294% |
| Returns for 3 years | 93.47 | 30.72 | 304% |
| Returns for 5 years | 110.49 | 17.57 | 629% |
| Returns for 10 years | 268.48 | 28.43 | 944% |
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