Ad is loading...
OCRDX vs VFIAX
OCRDX vs VFIAX Comparison
Open Charts OCRDX vs VFIAX
Invesco Rising Dividends C
Price$17.48
Change+$1.32 (+8.17%)
VolumeN/A
Net Assets2.95B
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
OCRDX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. OCRDX (2.95B). VFIAX pays higher dividends than OCRDX: VFIAX (1.35) vs OCRDX (0.11). OCRDX was incepted earlier than VFIAX: OCRDX (32 years) vs VFIAX (24 years). OCRDX (1.73) is less costly to investors than VFIAX (0.04). OCRDX is a more actively managed with annual turnover of: 31.00 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 : -4.34 vs. OCRDX (-16.66). VFIAX return over 5 years is better than : 78.64 vs. OCRDX (10.37).
| OCRDX | VFIAX | OCRDX / VFIAX | |
| Total Expense Ratio | 1.73 | 0.04 | 4,325% |
| Annual Report Gross Expense Ratio | 1.73 | 0.04 | 4,325% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -12.269 | -15.273 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.32T | 0% |
| Annual Yield % from dividends | 0.11 | 1.35 | 8% |
| Returns for 1 year | -16.66 | -4.34 | 384% |
| Returns for 3 years | -17.65 | 11.08 | -159% |
| Returns for 5 years | 10.37 | 78.64 | 13% |
| Returns for 10 years | -6.15 | 137.38 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers