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OCRDX vs VITSX
OCRDX vs VITSX Comparison
Open Charts OCRDX vs VITSX
Invesco Rising Dividends C
Price$20.80
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Market Idx I
Price$157.89
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
OCRDX vs VITSX Comparison Chart in %
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OCRDX vs. VITSX commentary
Sep 15, 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.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. OCRDX (3.38B). VITSX pays higher dividends than OCRDX: VITSX (1.17) 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 : 17.95 vs. OCRDX (0.88). VITSX return over 5 years is better than : 92.54 vs. OCRDX (19.65).
| OCRDX | VITSX | OCRDX / VITSX | |
| Total Expense Ratio | 1.73 | 0.03 | 5,767% |
| Annual Report Gross Expense Ratio | 1.73 | 0.03 | 5,767% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 12.921 | 11.991 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.95T | 0% |
| Annual Yield % from dividends | 0.10 | 1.17 | 9% |
| Returns for 1 year | 0.88 | 17.95 | 5% |
| Returns for 3 years | 19.81 | 64.47 | 31% |
| Returns for 5 years | 19.65 | 92.54 | 21% |
| Returns for 10 years | 28.41 | 228.16 | 12% |
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