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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$20.97
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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OCRDX vs VTSMX Comparison Chart
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OCRDX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. OCRDX (3.22B). VTSMX pays higher dividends than OCRDX: VTSMX (1.26) vs OCRDX (0.14). OCRDX was incepted earlier than VTSMX: OCRDX (31 years) vs VTSMX (32 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 : 31.53 vs. OCRDX (16.27). VTSMX return over 5 years is better than : 85.64 vs. OCRDX (27.22).
| OCRDX | VTSMX | OCRDX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 17.020 | 18.617 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.72T | 0% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 16.27 | 31.53 | 52% |
| Returns for 3 years | -1.92 | 25.35 | -8% |
| Returns for 5 years | 27.22 | 85.64 | 32% |
| Returns for 10 years | 17.31 | 187.59 | 9% |
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