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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$19.80
Change-$0.25 (-1.25%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx Adm
Price$148.89
Change-$2.49 (-1.64%)
VolumeN/A
Net Assets1.91T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX commentary
Aug 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. OCRDX (3.3B). 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 : 15.97 vs. OCRDX (-0.74). VTSAX return over 5 years is better than : 88.61 vs. OCRDX (18.60).
| 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 | 8.849 | 7.388 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.18 | 9% |
| Returns for 1 year | -0.74 | 15.97 | -5% |
| Returns for 3 years | 11.71 | 52.41 | 22% |
| Returns for 5 years | 18.60 | 88.61 | 21% |
| Returns for 10 years | 16.05 | 198.73 | 8% |
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