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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$20.47
Change+$0.27 (+1.34%)
VolumeN/A
Net Assets3.32B
Vanguard Total Stock Mkt Idx Adm
Price$154.86
Change+$2.59 (+1.70%)
VolumeN/A
Net Assets1.91T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX commentary
Aug 23, 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: 1.91T vs. OCRDX (3.32B). VTSAX pays higher dividends than OCRDX: VTSAX (1.18) 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 : 14.24 vs. OCRDX (-2.18). VTSAX return over 5 years is better than : 82.40 vs. OCRDX (14.62).
| 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 | 9.663 | 8.020 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.18 | 9% |
| Returns for 1 year | -2.18 | 14.24 | -15% |
| Returns for 3 years | 10.88 | 51.63 | 21% |
| Returns for 5 years | 14.62 | 82.40 | 18% |
| Returns for 10 years | 31.07 | 235.59 | 13% |
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