Ad is loading...
OCRDX vs VSTSX
OCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSX
Invesco Rising Dividends C
Price$17.58
Change+$0.31 (+1.80%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
OCRDX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. OCRDX (2.9B). VSTSX pays higher dividends than OCRDX: VSTSX (1.37) vs OCRDX (0.11). OCRDX was incepted earlier than VSTSX: OCRDX (32 years) vs VSTSX (9 years). OCRDX (1.73) is less costly to investors than VSTSX (0.01). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VSTSX (2.00). OCRDX has a lower initial minimum investment than VSTSX: OCRDX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. OCRDX (-8.73). VSTSX return over 5 years is better than : 86.89 vs. OCRDX (17.71).
| OCRDX | VSTSX | OCRDX / VSTSX | |
| Total Expense Ratio | 1.73 | 0.01 | 17,300% |
| Annual Report Gross Expense Ratio | 1.73 | 0.01 | 17,300% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.243 | -9.017 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 5.29 | -165% |
| Returns for 3 years | -8.22 | 22.65 | -36% |
| Returns for 5 years | 17.71 | 86.89 | 20% |
| Returns for 10 years | 0.13 | N/A | - |