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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$19.47
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX commentary
Jun 28, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OCRDX (3.2B). VTSAX pays higher dividends than OCRDX: VTSAX (1.28) vs OCRDX (0.11). 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 : 11.44 vs. OCRDX (-3.83). VTSAX return over 5 years is better than : 97.74 vs. OCRDX (24.40).
| 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 | 4.886 | 3.337 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.28 | 9% |
| Returns for 1 year | -3.83 | 11.44 | -34% |
| Returns for 3 years | 12.39 | 54.25 | 23% |
| Returns for 5 years | 24.40 | 97.74 | 25% |
| Returns for 10 years | 14.07 | 191.61 | 7% |
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