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LSPAX vs OCAIX
LSPAX vs OCAIX Comparison
Open Charts LSPAX vs OCAIX
LoCorr Spectrum Income A
Price$5.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Select Risk: High Growth Inv C
Price$14.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LSPAX vs OCAIX Comparison Chart
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LSPAX vs. OCAIX commentary
Sep 20, 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 Buy and OCAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 821M vs. LSPAX (71M). LSPAX pays higher dividends than OCAIX: LSPAX (8.42) vs OCAIX (0.31). LSPAX was incepted earlier than OCAIX: LSPAX (11 years) vs OCAIX (19 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 (13.82) and LSPAX (13.54) have marching annual gain over last year. LSPAX return over 5 years is better than : 20.15 vs. OCAIX (-15.63).
| LSPAX | OCAIX | LSPAX / OCAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 11.089 | 8.102 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71M | 821M | 9% |
| Annual Yield % from dividends | 8.42 | 0.31 | 2,727% |
| Returns for 1 year | 13.54 | 13.82 | 98% |
| Returns for 3 years | 2.88 | -11.98 | -24% |
| Returns for 5 years | 20.15 | -15.63 | -129% |
| Returns for 10 years | 16.54 | -3.19 | -518% |
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