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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.24
Change-$0.01 (-0.19%)
VolumeN/A
Net Assets70.2M
Invesco Select Risk: High Growth Inv C
Price$13.51
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets796.63M
LSPIX vs OCAIX Comparison Chart
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LSPIX vs. OCAIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 797M vs. LSPIX (70.2M). LSPIX pays higher dividends than OCAIX: LSPIX (9.16) vs OCAIX (1.37). 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). LSPIX is a more actively managed with annual turnover of: 57.00 vs. OCAIX (41.00). 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 : 4.31 vs. OCAIX (0.30). LSPIX return over 5 years is better than : 57.15 vs. OCAIX (5.72).
| 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 | 0.646 | -0.813 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 797M | 9% |
| Annual Yield % from dividends | 9.16 | 1.37 | 667% |
| Returns for 1 year | 4.31 | 0.30 | 1,443% |
| Returns for 3 years | -0.36 | 7.07 | -5% |
| Returns for 5 years | 57.15 | 5.72 | 998% |
| Returns for 10 years | 21.28 | -10.04 | -212% |
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