OCRDX
Price
$20.47
Change
+$0.27 (+1.34%)
Updated
Aug 22 closing price
Net Assets
3.32B
VITSX
Price
$154.89
Change
+$2.59 (+1.70%)
Updated
Aug 22 closing price
Net Assets
1.91T
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OCRDX vs VITSX

Header iconOCRDX vs VITSX Comparison
Open Charts OCRDX vs VITSXBanner chart's image
Invesco Rising Dividends C
Price$20.47
Change+$0.27 (+1.34%)
VolumeN/A
Net Assets3.32B
Vanguard Total Stock Market Idx I
Price$154.89
Change+$2.59 (+1.70%)
VolumeN/A
Net Assets1.91T
OCRDX vs VITSX Comparison Chart in %
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OCRDX vs. VITSX commentary
Aug 23, 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 VITSX is a Buy.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. OCRDX (3.32B). VITSX pays higher dividends than OCRDX: VITSX (1.19) vs OCRDX (0.10). OCRDX was incepted earlier than VITSX: OCRDX (32 years) vs VITSX (28 years). OCRDX (1.73) is less costly to investors than VITSX (0.03). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VITSX (2.00). OCRDX has a lower initial minimum investment than VITSX: OCRDX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.25 vs. OCRDX (-2.18). VITSX return over 5 years is better than : 82.42 vs. OCRDX (14.62).
OCRDXVITSXOCRDX / VITSX
Total Expense Ratio1.730.035,767%
Annual Report Gross Expense Ratio1.730.035,767%
Fund Existence32 years28 years-
Gain YTD9.6638.026120%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.32B1.91T0%
Annual Yield % from dividends0.101.199%
Returns for 1 year-2.1814.25-15%
Returns for 3 years10.8851.6521%
Returns for 5 years14.6282.4218%
Returns for 10 years31.07235.5213%
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