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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Select Risk: High Growth Inv C
Price$14.29
Change-$0.15 (-1.04%)
VolumeN/A
CapitalizationN/A
LSPIX vs OCAIX Comparison Chart
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LSPIX vs. OCAIX commentary
Nov 18, 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 LSPIX is a StrongBuy and OCAIX is a Sell.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 828M vs. LSPIX (71.6M). LSPIX pays higher dividends than OCAIX: LSPIX (8.76) vs OCAIX (0.31). LSPIX was incepted earlier than OCAIX: LSPIX (11 years) vs OCAIX (20 years). LSPIX is a more actively managed with annual turnover of: 38.00 vs. OCAIX (25.00). OCAIX has a lower initial minimum investment than LSPIX: OCAIX (1000) vs LSPIX (100000). OCAIX annual gain was more profitable for investors over the last year : 16.19 vs. LSPIX (14.41). LSPIX return over 5 years is better than : 19.84 vs. OCAIX (-17.45).
| LSPIX | OCAIX | LSPIX / 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 | 9.769 | 10.262 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 828M | 9% |
| Annual Yield % from dividends | 8.76 | 0.31 | 2,837% |
| Returns for 1 year | 14.41 | 16.19 | 89% |
| Returns for 3 years | -1.55 | -13.69 | 11% |
| Returns for 5 years | 19.84 | -17.45 | -114% |
| Returns for 10 years | 22.14 | -0.53 | -4,211% |
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