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OCRDX vs VFFSX
OCRDX vs VFFSX Comparison
Open Charts OCRDX vs VFFSX
Invesco Rising Dividends C
Price$20.81
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.36B
Vanguard 500 Index Institutional Select
Price$324.28
Change-$2.68 (-0.82%)
VolumeN/A
Net Assets1.46T
OCRDX vs VFFSX Comparison Chart in %
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OCRDX vs. VFFSX commentary
Nov 20, 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 Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.46T vs. OCRDX (3.36B). VFFSX pays higher dividends than OCRDX: VFFSX (1.13) vs OCRDX (0.10). 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 : 13.28 vs. OCRDX (-3.56). VFFSX return over 5 years is better than : 86.51 vs. OCRDX (13.12).
| 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 | 12.975 | 13.667 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 1.46T | 0% |
| Annual Yield % from dividends | 0.10 | 1.13 | 9% |
| Returns for 1 year | -3.56 | 13.28 | -27% |
| Returns for 3 years | 16.27 | 68.45 | 24% |
| Returns for 5 years | 13.12 | 86.51 | 15% |
| Returns for 10 years | 21.48 | N/A | - |