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OCRDX vs VFFSX
OCRDX vs VFFSX Comparison
Open Charts OCRDX vs VFFSX
Invesco Rising Dividends C
Price$18.88
Change-$0.29 (-1.51%)
VolumeN/A
Net Assets3.23B
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
OCRDX vs VFFSX Comparison Chart
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OCRDX vs. VFFSX 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 OCRDX is a Buy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. OCRDX (3.23B). VFFSX pays higher dividends than OCRDX: VFFSX (1.33) vs OCRDX (0.14). OCRDX was incepted earlier than VFFSX: OCRDX (32 years) vs VFFSX (9 years). OCRDX is a more actively managed with annual turnover of: 29.00 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 : 18.30 vs. OCRDX (-0.90). VFFSX return over 5 years is better than : 80.28 vs. OCRDX (6.85).
| OCRDX | VFFSX | OCRDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 2.497 | 2.419 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.33 | 11% |
| Returns for 1 year | -0.90 | 18.30 | -5% |
| Returns for 3 years | 1.47 | 39.85 | 4% |
| Returns for 5 years | 6.85 | 80.28 | 9% |
| Returns for 10 years | 8.12 | N/A | - |
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