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OCRDX vs VFFSX
OCRDX vs VFFSX Comparison
Open Charts OCRDX vs VFFSX
Invesco Rising Dividends C
Price$17.48
Change+$1.32 (+8.17%)
VolumeN/A
Net Assets2.95B
Vanguard 500 Index Institutional Select
Price$266.98
Change+$23.20 (+9.52%)
VolumeN/A
Net Assets1.32T
OCRDX vs VFFSX Comparison Chart
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OCRDX vs. VFFSX commentary
Apr 11, 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 OCRDX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. OCRDX (2.95B). VFFSX pays higher dividends than OCRDX: VFFSX (1.36) vs OCRDX (0.11). OCRDX was incepted earlier than VFFSX: OCRDX (32 years) vs VFFSX (9 years). OCRDX (1.73) is less costly to investors than VFFSX (0.01). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). OCRDX has a lower initial minimum investment than VFFSX: OCRDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : -4.32 vs. OCRDX (-16.66). VFFSX return over 5 years is better than : 78.75 vs. OCRDX (10.37).
| OCRDX | VFFSX | OCRDX / VFFSX | |
| Total Expense Ratio | 1.73 | 0.01 | 17,300% |
| Annual Report Gross Expense Ratio | 1.73 | 0.01 | 17,300% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -12.269 | -15.269 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.32T | 0% |
| Annual Yield % from dividends | 0.11 | 1.36 | 8% |
| Returns for 1 year | -16.66 | -4.32 | 386% |
| Returns for 3 years | -17.65 | 11.14 | -158% |
| Returns for 5 years | 10.37 | 78.75 | 13% |
| Returns for 10 years | -6.15 | N/A | - |
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