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LSPAX vs OCAIX
LSPAX vs OCAIX Comparison
Open Charts LSPAX vs OCAIX
LoCorr Spectrum Income A
Price$5.31
Change-$0.13 (-2.39%)
VolumeN/A
CapitalizationN/A
Invesco Select Risk: High Growth Inv C
Price$14.25
Change-$0.39 (-2.66%)
VolumeN/A
CapitalizationN/A
LSPAX vs OCAIX Comparison Chart
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LSPAX vs. OCAIX 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 LSPAX is a Hold and OCAIX is a Hold.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 848M vs. LSPAX (71.2M). LSPAX pays higher dividends than OCAIX: LSPAX (8.42) vs OCAIX (0.31). LSPAX was incepted earlier than OCAIX: LSPAX (11 years) vs OCAIX (20 years). LSPAX is a more actively managed with annual turnover of: 38.00 vs. OCAIX (25.00). OCAIX has a lower initial minimum investment than LSPAX: OCAIX (1000) vs LSPAX (2500). OCAIX annual gain was more profitable for investors over the last year : 12.64 vs. LSPAX (9.97). LSPAX return over 5 years is better than : 16.13 vs. OCAIX (-17.67).
| LSPAX | OCAIX | LSPAX / OCAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 9.195 | 12.963 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 848M | 8% |
| Annual Yield % from dividends | 8.42 | 0.31 | 2,727% |
| Returns for 1 year | 9.97 | 12.64 | 79% |
| Returns for 3 years | 1.66 | -7.22 | -23% |
| Returns for 5 years | 16.13 | -17.67 | -91% |
| Returns for 10 years | 24.92 | 1.91 | 1,305% |
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