Ad is loading...
Ad is loading...
OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$21.55
Change-$0.20 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
OCRDX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. OCRDX (3.27B). 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 : 30.52 vs. OCRDX (15.82). VTSMX return over 5 years is better than : 83.72 vs. OCRDX (25.95).
| 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 | 20.257 | 22.392 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.73T | 0% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 15.82 | 30.52 | 52% |
| Returns for 3 years | -5.88 | 19.91 | -30% |
| Returns for 5 years | 25.95 | 83.72 | 31% |
| Returns for 10 years | 15.89 | 186.07 | 9% |