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OCRDX vs VFIAX
OCRDX vs VFIAX Comparison
Open Charts OCRDX vs VFIAX
Invesco Rising Dividends C
Price$18.36
Change-$0.49 (-2.60%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
OCRDX vs VFIAX Comparison Chart
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OCRDX vs. VFIAX 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 OCRDX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. OCRDX (3.28B). VFIAX pays higher dividends than OCRDX: VFIAX (1.32) vs OCRDX (0.14). OCRDX was incepted earlier than VFIAX: OCRDX (31 years) vs VFIAX (24 years). OCRDX is a more actively managed with annual turnover of: 29.00 vs. VFIAX (2.00). OCRDX has a lower initial minimum investment than VFIAX: OCRDX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. OCRDX (6.00). VFIAX return over 5 years is better than : 88.64 vs. OCRDX (11.71).
| OCRDX | VFIAX | OCRDX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 5.295 | 27.303 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.37T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 6.00 | 27.64 | 22% |
| Returns for 3 years | -4.43 | 30.99 | -14% |
| Returns for 5 years | 11.71 | 88.64 | 13% |
| Returns for 10 years | 9.97 | 193.66 | 5% |
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