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OCRDX vs VFINX
OCRDX vs VFINX Comparison
Open Charts OCRDX vs VFINX
Invesco Rising Dividends C
Price$17.48
Change+$1.32 (+8.17%)
VolumeN/A
Net Assets2.95B
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
OCRDX vs VFINX Comparison Chart
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OCRDX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. OCRDX (2.95B). VFINX pays higher dividends than OCRDX: VFINX (1.24) vs OCRDX (0.11). OCRDX was incepted earlier than VFINX: OCRDX (32 years) vs VFINX (49 years). OCRDX (1.73) is less costly to investors than VFINX (0.14). OCRDX is a more actively managed with annual turnover of: 31.00 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 : -4.34 vs. OCRDX (-16.66). VFINX return over 5 years is better than : 78.65 vs. OCRDX (10.37).
| OCRDX | VFINX | OCRDX / VFINX | |
| Total Expense Ratio | 1.73 | 0.14 | 1,236% |
| Annual Report Gross Expense Ratio | 1.73 | 0.14 | 1,236% |
| Fund Existence | 32 years | 49 years | - |
| Gain YTD | -12.269 | -15.272 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.32T | 0% |
| Annual Yield % from dividends | 0.11 | 1.24 | 9% |
| Returns for 1 year | -16.66 | -4.34 | 384% |
| Returns for 3 years | -17.65 | 11.08 | -159% |
| Returns for 5 years | 10.37 | 78.65 | 13% |
| Returns for 10 years | -6.15 | 137.41 | -4% |
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