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OCRDX vs VSMPX
OCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPX
Invesco Rising Dividends C
Price$17.58
Change+$0.31 (+1.80%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
OCRDX vs VSMPX Comparison Chart
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OCRDX vs. VSMPX commentary
Apr 25, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. OCRDX (2.9B). VSMPX pays higher dividends than OCRDX: VSMPX (1.37) vs OCRDX (0.11). OCRDX was incepted earlier than VSMPX: OCRDX (32 years) vs VSMPX (10 years). OCRDX (1.73) is less costly to investors than VSMPX (0.02). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OCRDX has a lower initial minimum investment than VSMPX: OCRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. OCRDX (-8.73). VSMPX return over 5 years is better than : 86.84 vs. OCRDX (17.71).
| OCRDX | VSMPX | OCRDX / VSMPX | |
| Total Expense Ratio | 1.73 | 0.02 | 8,650% |
| Annual Report Gross Expense Ratio | 1.73 | 0.02 | 8,650% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -6.243 | -9.015 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.11 | 1.37 | 8% |
| Returns for 1 year | -8.73 | 5.28 | -165% |
| Returns for 3 years | -8.22 | 22.62 | -36% |
| Returns for 5 years | 17.71 | 86.84 | 20% |
| Returns for 10 years | 0.13 | N/A | - |
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