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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$18.22
Change+$0.27 (+1.50%)
VolumeN/A
Net Assets3.01B
Vanguard Total Stock Mkt Idx Adm
Price$135.75
Change+$2.08 (+1.56%)
VolumeN/A
Net Assets1.7T
OCRDX vs VTSAX Comparison Chart
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OCRDX vs. VTSAX commentary
May 03, 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: 1.7T vs. OCRDX (3.01B). VTSAX pays higher dividends than OCRDX: VTSAX (1.36) vs OCRDX (0.11). OCRDX was incepted earlier than VTSAX: OCRDX (32 years) vs VTSAX (24 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 : 9.76 vs. OCRDX (-5.03). VTSAX return over 5 years is better than : 94.47 vs. OCRDX (22.27).
| 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 | 24 years | - |
| Gain YTD | -2.552 | -5.189 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.7T | 0% |
| Annual Yield % from dividends | 0.11 | 1.36 | 8% |
| Returns for 1 year | -5.03 | 9.76 | -52% |
| Returns for 3 years | -2.01 | 31.51 | -6% |
| Returns for 5 years | 22.27 | 94.47 | 24% |
| Returns for 10 years | 5.14 | 164.40 | 3% |
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