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OCRDX vs VFINX
OCRDX vs VFINX Comparison
Open Charts OCRDX vs VFINX
Invesco Rising Dividends C
Price$18.74
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets3.22B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
OCRDX vs VFINX Comparison Chart
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OCRDX vs. VFINX commentary
Jan 19, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. OCRDX (3.22B). VFINX pays higher dividends than OCRDX: VFINX (1.24) vs OCRDX (0.14). OCRDX was incepted earlier than VFINX: OCRDX (31 years) vs VFINX (48 years). OCRDX is a more actively managed with annual turnover of: 29.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than OCRDX: VFINX (0) vs OCRDX (1000). VFINX annual gain was more profitable for investors over the last year : 25.53 vs. OCRDX (4.91). VFINX return over 5 years is better than : 80.24 vs. OCRDX (6.35).
| OCRDX | VFINX | OCRDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 48 years | - |
| Gain YTD | 1.737 | 2.006 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.35T | 0% |
| Annual Yield % from dividends | 0.14 | 1.24 | 11% |
| Returns for 1 year | 4.91 | 25.53 | 19% |
| Returns for 3 years | -3.92 | 31.14 | -13% |
| Returns for 5 years | 6.35 | 80.24 | 8% |
| Returns for 10 years | 12.59 | 197.00 | 6% |
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