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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$18.78
Change+$0.16 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
OCRDX vs VTSMX Comparison Chart
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OCRDX vs. VTSMX commentary
Dec 26, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OCRDX (3.24B). VTSMX pays higher dividends than OCRDX: VTSMX (1.26) vs OCRDX (0.14). OCRDX was incepted earlier than VTSMX: OCRDX (31 years) vs VTSMX (33 years). OCRDX is a more actively managed with annual turnover of: 29.00 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 : 25.71 vs. OCRDX (5.43). VTSMX return over 5 years is better than : 81.67 vs. OCRDX (10.12).
| OCRDX | VTSMX | OCRDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 4.904 | 25.355 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 1.84T | 0% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 5.43 | 25.71 | 21% |
| Returns for 3 years | -6.72 | 24.27 | -28% |
| Returns for 5 years | 10.12 | 81.67 | 12% |
| Returns for 10 years | 8.40 | 186.91 | 4% |
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