OCRDX
Price
$19.90
Change
+$0.11 (+0.56%)
Updated
Jul 9 closing price
Net Assets
3.28B
VSMPX
Price
$280.84
Change
+$1.79 (+0.64%)
Updated
Jul 9 closing price
Net Assets
1.91T
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OCRDX vs VSMPX

Header iconOCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPXBanner chart's image
Invesco Rising Dividends C
Price$19.90
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets3.28B
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.84
Change+$1.79 (+0.64%)
VolumeN/A
Net Assets1.91T
OCRDX vs VSMPX Comparison Chart in %
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VS
OCRDX vs. VSMPX commentary
Jul 10, 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 StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OCRDX (3.28B). VSMPX pays higher dividends than OCRDX: VSMPX (1.22) 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 : 12.28 vs. OCRDX (-2.75). VSMPX return over 5 years is better than : 90.64 vs. OCRDX (21.80).
OCRDXVSMPXOCRDX / VSMPX
Total Expense Ratio1.730.028,650%
Annual Report Gross Expense Ratio1.730.028,650%
Fund Existence32 years10 years-
Gain YTD7.4385.518135%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B1.91T0%
Annual Yield % from dividends0.111.229%
Returns for 1 year-2.7512.28-22%
Returns for 3 years15.3957.4927%
Returns for 5 years21.8090.6424%
Returns for 10 years15.72185.728%
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