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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$17.58
Change+$0.31 (+1.80%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
OCRDX vs VTSMX Comparison Chart
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OCRDX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. OCRDX (2.9B). VTSMX pays higher dividends than OCRDX: VTSMX (1.25) vs OCRDX (0.11). 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 : 5.27 vs. OCRDX (-8.73). VTSMX return over 5 years is better than : 86.77 vs. OCRDX (17.71).
| 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 | -6.243 | -9.023 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.11 | 1.25 | 9% |
| Returns for 1 year | -8.73 | 5.27 | -166% |
| Returns for 3 years | -8.22 | 22.56 | -36% |
| Returns for 5 years | 17.71 | 86.77 | 20% |
| Returns for 10 years | 0.13 | 150.14 | 0% |
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