Interact to see
Advertisement
Advertisement
OCRDX vs VSMPX
OCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPX
Invesco Rising Dividends C
Price$19.11
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
OCRDX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OCRDX (3.16B). VSMPX pays higher dividends than OCRDX: VSMPX (1.29) 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 : 10.97 vs. OCRDX (-4.44). VSMPX return over 5 years is better than : 81.02 vs. OCRDX (14.61).
| 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 | 2.932 | 0.837 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.29 | 8% |
| Returns for 1 year | -4.44 | 10.97 | -40% |
| Returns for 3 years | 3.56 | 40.40 | 9% |
| Returns for 5 years | 14.61 | 81.02 | 18% |
| Returns for 10 years | 10.99 | 171.64 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement