Interact to see
Advertisement
Advertisement
OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$20.99
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
OCRDX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VTSAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. OCRDX (3.43B). VTSAX pays higher dividends than OCRDX: VTSAX (1.13) 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 : 18.35 vs. OCRDX (0.87). VTSAX return over 5 years is better than : 89.11 vs. OCRDX (17.57).
| 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 | 14.495 | 14.392 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 2.02T | 0% |
| Annual Yield % from dividends | 0.10 | 1.13 | 9% |
| Returns for 1 year | 0.87 | 18.35 | 5% |
| Returns for 3 years | 30.72 | 82.10 | 37% |
| Returns for 5 years | 17.57 | 89.11 | 20% |
| Returns for 10 years | 28.43 | 231.82 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement