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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.14
Change+$0.29 (+5.98%)
VolumeN/A
Net Assets65.59M
Invesco Select Risk: High Growth Inv C
Price$12.81
Change+$0.87 (+7.29%)
VolumeN/A
Net Assets710.15M
LSPIX vs OCAIX Comparison Chart
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LSPIX vs. OCAIX commentary
Apr 10, 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 LSPIX is a Hold and OCAIX is a Hold.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 710M vs. LSPIX (65.6M). LSPIX pays higher dividends than OCAIX: LSPIX (8.70) vs OCAIX (1.38). LSPIX was incepted earlier than OCAIX: LSPIX (11 years) vs OCAIX (20 years). LSPIX (2.91) is less costly to investors than OCAIX (1.66). OCAIX is a more actively managed with annual turnover of: 41.00 vs. LSPIX (38.00). OCAIX has a lower initial minimum investment than LSPIX: OCAIX (1000) vs LSPIX (100000). LSPIX annual gain was more profitable for investors over the last year : -3.83 vs. OCAIX (-11.74). LSPIX return over 5 years is better than : 52.16 vs. OCAIX (-0.30).
| LSPIX | OCAIX | LSPIX / OCAIX | |
| Total Expense Ratio | 2.91 | 1.66 | 175% |
| Annual Report Gross Expense Ratio | 2.91 | 1.66 | 175% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -7.545 | -11.752 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 710M | 9% |
| Annual Yield % from dividends | 8.70 | 1.38 | 630% |
| Returns for 1 year | -3.83 | -11.74 | 33% |
| Returns for 3 years | -11.71 | -11.78 | 99% |
| Returns for 5 years | 52.16 | -0.30 | -17,379% |
| Returns for 10 years | 10.71 | -19.66 | -54% |
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