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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.59
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets74.43M
Invesco Select Risk: High Growth Inv C
Price$13.82
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets815.16M
LSPIX vs OCAIX Comparison Chart
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LSPIX vs. OCAIX commentary
Jan 19, 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: 815M vs. LSPIX (74.4M). 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 : 14.70 vs. OCAIX (10.28). LSPIX return over 5 years is better than : 19.09 vs. OCAIX (-9.46).
| 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 | 3.918 | 2.143 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 815M | 9% |
| Annual Yield % from dividends | 8.76 | 0.31 | 2,837% |
| Returns for 1 year | 14.70 | 10.28 | 143% |
| Returns for 3 years | 3.31 | -3.41 | -97% |
| Returns for 5 years | 19.09 | -9.46 | -202% |
| Returns for 10 years | 31.57 | -0.49 | -6,490% |
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