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OCRDX vs VSMPX
OCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPX
Invesco Rising Dividends C
Price$19.80
Change-$0.25 (-1.25%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.34
Change-$4.68 (-1.65%)
VolumeN/A
Net Assets1.91T
OCRDX vs VSMPX Comparison Chart in %
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OCRDX vs. VSMPX commentary
Aug 03, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OCRDX (3.3B). VSMPX pays higher dividends than OCRDX: VSMPX (1.20) vs OCRDX (0.10). 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 : 15.98 vs. OCRDX (-0.74). VSMPX return over 5 years is better than : 88.67 vs. OCRDX (18.60).
| 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 | 8.849 | 7.398 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.20 | 9% |
| Returns for 1 year | -0.74 | 15.98 | -5% |
| Returns for 3 years | 11.71 | 52.46 | 22% |
| Returns for 5 years | 18.60 | 88.67 | 21% |
| Returns for 10 years | 16.05 | 189.22 | 8% |
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