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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$20.80
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$157.86
Change-$0.25 (-0.16%)
VolumeN/A
Net Assets1.95T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX commentary
Sep 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. OCRDX (3.38B). VTSAX pays higher dividends than OCRDX: VTSAX (1.16) vs OCRDX (0.10). OCRDX was incepted earlier than VTSAX: OCRDX (32 years) vs VTSAX (25 years). OCRDX (1.73) is less costly to investors than VTSAX (0.04). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). OCRDX has a lower initial minimum investment than VTSAX: OCRDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.95 vs. OCRDX (0.88). VTSAX return over 5 years is better than : 92.55 vs. OCRDX (19.65).
| OCRDX | VTSAX | OCRDX / VTSAX | |
| Total Expense Ratio | 1.73 | 0.04 | 4,325% |
| Annual Report Gross Expense Ratio | 1.73 | 0.04 | 4,325% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 12.921 | 11.985 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.95T | 0% |
| Annual Yield % from dividends | 0.10 | 1.16 | 9% |
| Returns for 1 year | 0.88 | 17.95 | 5% |
| Returns for 3 years | 19.81 | 64.45 | 31% |
| Returns for 5 years | 19.65 | 92.55 | 21% |
| Returns for 10 years | 28.41 | 228.21 | 12% |
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