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LSPAX vs OCAIX
LSPAX vs OCAIX Comparison
Open Charts LSPAX vs OCAIX
LoCorr Spectrum Income A
Price$5.20
Change-$0.01 (-0.19%)
VolumeN/A
Net Assets69.67M
Invesco Select Risk: High Growth Inv C
Price$12.64
Change-$0.18 (-1.40%)
VolumeN/A
Net Assets761.76M
LSPAX vs OCAIX Comparison Chart
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LSPAX vs. OCAIX commentary
Apr 18, 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 LSPAX is a StrongBuy and OCAIX is a Buy.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 762M vs. LSPAX (69.7M). LSPAX pays higher dividends than OCAIX: LSPAX (8.35) vs OCAIX (1.38). LSPAX was incepted earlier than OCAIX: LSPAX (11 years) vs OCAIX (20 years). LSPAX (3.16) is less costly to investors than OCAIX (1.66). OCAIX is a more actively managed with annual turnover of: 41.00 vs. LSPAX (38.00). OCAIX has a lower initial minimum investment than LSPAX: OCAIX (1000) vs LSPAX (2500). LSPAX annual gain was more profitable for investors over the last year : 6.44 vs. OCAIX (-1.35). LSPAX return over 5 years is better than : 59.56 vs. OCAIX (5.01).
| LSPAX | OCAIX | LSPAX / OCAIX | |
| Total Expense Ratio | 3.16 | 1.66 | 190% |
| Annual Report Gross Expense Ratio | 3.16 | 1.66 | 190% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -1.320 | -5.248 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 762M | 9% |
| Annual Yield % from dividends | 8.35 | 1.38 | 604% |
| Returns for 1 year | 6.44 | -1.35 | -478% |
| Returns for 3 years | -23.28 | -4.09 | 569% |
| Returns for 5 years | 59.56 | 5.01 | 1,189% |
| Returns for 10 years | 14.91 | -12.90 | -116% |
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