OCRDX
Price
$19.11
Change
+$0.15 (+0.79%)
Updated
Jun 6 closing price
Net Assets
3.16B
VITSX
Price
$143.69
Change
+$1.51 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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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$19.11
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Market Idx I
Price$143.69
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
OCRDX vs VITSX Comparison Chart
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OCRDX vs. VITSX commentary
Jun 07, 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: 1.82T vs. OCRDX (3.16B). VITSX pays higher dividends than OCRDX: VITSX (1.29) vs OCRDX (0.11). 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 : 10.97 vs. OCRDX (-4.44). VITSX return over 5 years is better than : 80.96 vs. OCRDX (14.61).
OCRDXVITSXOCRDX / VITSX
Total Expense Ratio1.730.035,767%
Annual Report Gross Expense Ratio1.730.035,767%
Fund Existence32 years28 years-
Gain YTD2.9320.833352%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.16B1.82T0%
Annual Yield % from dividends0.111.298%
Returns for 1 year-4.4410.97-40%
Returns for 3 years3.5640.359%
Returns for 5 years14.6180.9618%
Returns for 10 years10.99180.496%
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