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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.62
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
LSPIX vs OCAIX Comparison Chart
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LSPIX 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 LSPIX is a StrongBuy and OCAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 833M vs. LSPIX (75.5M). 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). LSPIX annual gain was more profitable for investors over the last year : 14.83 vs. OCAIX (5.92). LSPIX return over 5 years is better than : 22.22 vs. OCAIX (-6.26).
| 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 | 5.598 | 2.587 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 833M | 9% |
| Annual Yield % from dividends | 8.76 | 0.31 | 2,837% |
| Returns for 1 year | 14.83 | 5.92 | 250% |
| Returns for 3 years | 7.00 | 2.11 | 331% |
| Returns for 5 years | 22.22 | -6.26 | -355% |
| Returns for 10 years | 26.99 | -5.20 | -519% |
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