OCRDX
Price
$19.47
Change
+$0.15 (+0.78%)
Updated
Jun 26 closing price
Net Assets
3.2B
VSTSX
Price
$289.42
Change
+$2.51 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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OCRDX vs VSTSX

Header iconOCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSXBanner chart's image
Invesco Rising Dividends C
Price$19.47
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Sel
Price$289.42
Change+$2.51 (+0.87%)
VolumeN/A
Net Assets1.82T
OCRDX vs VSTSX Comparison Chart in %
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OCRDX vs. VSTSX commentary
Jun 28, 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. OCRDX (3.2B). VSTSX pays higher dividends than OCRDX: VSTSX (1.29) 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 : 11.45 vs. OCRDX (-3.83). VSTSX return over 5 years is better than : 97.88 vs. OCRDX (24.40).
OCRDXVSTSXOCRDX / VSTSX
Total Expense Ratio1.730.0117,300%
Annual Report Gross Expense Ratio1.730.0117,300%
Fund Existence32 years9 years-
Gain YTD4.8863.349146%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.2B1.82T0%
Annual Yield % from dividends0.111.298%
Returns for 1 year-3.8311.45-33%
Returns for 3 years12.3954.3423%
Returns for 5 years24.4097.8825%
Returns for 10 years14.07N/A-
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