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LSPAX vs OCAIX
LSPAX vs OCAIX Comparison
Open Charts LSPAX vs OCAIX
LoCorr Spectrum Income A
Price$5.65
Change-$0.02 (-0.35%)
VolumeN/A
Net Assets75.51M
Invesco Select Risk: High Growth Inv C
Price$13.88
Change-$0.21 (-1.49%)
VolumeN/A
Net Assets833M
LSPAX vs OCAIX Comparison Chart
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LSPAX vs. OCAIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 833M vs. LSPAX (75.5M). 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 : 14.62 vs. OCAIX (5.92). LSPAX return over 5 years is better than : 20.77 vs. OCAIX (-6.26).
| 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 | 5.541 | 2.587 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 833M | 9% |
| Annual Yield % from dividends | 8.42 | 0.31 | 2,727% |
| Returns for 1 year | 14.62 | 5.92 | 247% |
| Returns for 3 years | 6.20 | 2.11 | 293% |
| Returns for 5 years | 20.77 | -6.26 | -332% |
| Returns for 10 years | 23.79 | -5.20 | -457% |
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