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LSPIX vs OCAIX
LSPIX vs OCAIX Comparison
Open Charts LSPIX vs OCAIX
LoCorr Spectrum Income I
Price$5.28
Change-$0.13 (-2.40%)
VolumeN/A
CapitalizationN/A
Invesco Select Risk: High Growth Inv C
Price$14.25
Change-$0.39 (-2.66%)
VolumeN/A
CapitalizationN/A
LSPIX vs OCAIX Comparison Chart
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LSPIX vs. OCAIX commentary
Dec 19, 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 Hold and OCAIX is a Hold.
FUNDAMENTALS
Fundamentals
OCAIX has more cash in the bank: 848M vs. LSPIX (71.2M). 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 : 10.15 vs. OCAIX (8.81). LSPIX return over 5 years is better than : 17.65 vs. OCAIX (-5.29).
| 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 | 9.341 | 9.954 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 848M | 8% |
| Annual Yield % from dividends | 8.76 | 0.31 | 2,837% |
| Returns for 1 year | 10.15 | 8.81 | 115% |
| Returns for 3 years | 2.39 | -9.70 | -25% |
| Returns for 5 years | 17.65 | -5.29 | -334% |
| Returns for 10 years | 28.10 | -0.80 | -3,494% |
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