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LSPAX vs OCAIX
LSPAX vs OCAIX Comparison
Open Charts LSPAX vs OCAIX
LoCorr Spectrum Income A
Price$5.62
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets74.43M
Invesco Select Risk: High Growth Inv C
Price$13.82
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets815.16M
LSPAX vs OCAIX Comparison Chart
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LSPAX vs. OCAIX commentary
Jan 19, 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 Hold and OCAIX is a Hold.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 815M vs. LSPAX (74.4M). 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). LSPAX annual gain was more profitable for investors over the last year : 14.90 vs. OCAIX (10.28). LSPAX return over 5 years is better than : 18.11 vs. OCAIX (-9.46).
| 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 | 4.267 | 2.143 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 815M | 9% |
| Annual Yield % from dividends | 8.42 | 0.31 | 2,727% |
| Returns for 1 year | 14.90 | 10.28 | 145% |
| Returns for 3 years | 2.93 | -3.41 | -86% |
| Returns for 5 years | 18.11 | -9.46 | -192% |
| Returns for 10 years | 28.73 | -0.49 | -5,908% |
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