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OCRDX vs VFIAX
OCRDX vs VFIAX Comparison
Open Charts OCRDX vs VFIAX
Invesco Rising Dividends C
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets3.26B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
OCRDX vs VFIAX Comparison Chart
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OCRDX vs. VFIAX commentary
Jan 31, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. OCRDX (3.26B). 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 : 24.73 vs. OCRDX (5.18). VFIAX return over 5 years is better than : 87.32 vs. OCRDX (11.38).
| 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 | 3.420 | 2.751 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 1.35T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 5.18 | 24.73 | 21% |
| Returns for 3 years | -1.78 | 33.85 | -5% |
| Returns for 5 years | 11.38 | 87.32 | 13% |
| Returns for 10 years | 14.78 | 199.28 | 7% |
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