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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$20.81
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets3.36B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OCRDX (3.36B). VTSMX pays higher dividends than OCRDX: VTSMX (1.02) vs OCRDX (0.10). OCRDX was incepted earlier than VTSMX: OCRDX (32 years) vs VTSMX (34 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 : 12.09 vs. OCRDX (-3.56). VTSMX return over 5 years is better than : 77.91 vs. OCRDX (13.12).
| 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 | 34 years | - |
| Gain YTD | 12.975 | 12.736 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 2.05T | 0% |
| Annual Yield % from dividends | 0.10 | 1.02 | 9% |
| Returns for 1 year | -3.56 | 12.09 | -29% |
| Returns for 3 years | 16.27 | 64.98 | 25% |
| Returns for 5 years | 13.12 | 77.91 | 17% |
| Returns for 10 years | 21.48 | 215.97 | 10% |
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