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OCRDX vs VSTSX
OCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSX
Invesco Rising Dividends C
Price$21.55
Change-$0.20 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
OCRDX vs VSTSX Comparison Chart
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OCRDX vs. VSTSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. OCRDX (3.27B). VSTSX pays higher dividends than OCRDX: VSTSX (1.36) vs OCRDX (0.14). OCRDX was incepted earlier than VSTSX: OCRDX (31 years) vs VSTSX (8 years). OCRDX is a more actively managed with annual turnover of: 29.00 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 : 30.56 vs. OCRDX (15.82). VSTSX return over 5 years is better than : 83.83 vs. OCRDX (25.95).
| OCRDX | VSTSX | OCRDX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 8 years | - |
| Gain YTD | 20.257 | 22.443 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.73T | 0% |
| Annual Yield % from dividends | 0.14 | 1.36 | 10% |
| Returns for 1 year | 15.82 | 30.56 | 52% |
| Returns for 3 years | -5.88 | 19.98 | -29% |
| Returns for 5 years | 25.95 | 83.83 | 31% |
| Returns for 10 years | 15.89 | N/A | - |
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