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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$20.47
Change+$0.27 (+1.34%)
VolumeN/A
Net Assets3.32B
Vanguard Total Stock Mkt Idx I
Price$154.82
Change+$2.59 (+1.70%)
VolumeN/A
Net Assets1.91T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OCRDX (3.32B). VTSMX pays higher dividends than OCRDX: VTSMX (1.09) vs OCRDX (0.10). OCRDX was incepted earlier than VTSMX: OCRDX (32 years) vs VTSMX (33 years). OCRDX (1.73) is less costly to investors than VTSMX (0.14). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). OCRDX has a lower initial minimum investment than VTSMX: OCRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.24 vs. OCRDX (-2.18). VTSMX return over 5 years is better than : 82.37 vs. OCRDX (14.62).
| OCRDX | VTSMX | OCRDX / VTSMX | |
| Total Expense Ratio | 1.73 | 0.14 | 1,236% |
| Annual Report Gross Expense Ratio | 1.73 | 0.14 | 1,236% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 9.663 | 8.010 | 121% |
| 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 | 1.09 | 10% |
| Returns for 1 year | -2.18 | 14.24 | -15% |
| Returns for 3 years | 10.88 | 51.61 | 21% |
| Returns for 5 years | 14.62 | 82.37 | 18% |
| Returns for 10 years | 31.07 | 234.83 | 13% |
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