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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$19.80
Change-$0.25 (-1.25%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx I
Price$148.85
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX commentary
Aug 03, 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: 1.91T vs. OCRDX (3.3B). VTSMX pays higher dividends than OCRDX: VTSMX (1.09) vs OCRDX (0.10). 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 : 15.96 vs. OCRDX (-0.74). VTSMX return over 5 years is better than : 88.59 vs. OCRDX (18.60).
| 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 | 8.849 | 7.386 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.09 | 10% |
| Returns for 1 year | -0.74 | 15.96 | -5% |
| Returns for 3 years | 11.71 | 52.38 | 22% |
| Returns for 5 years | 18.60 | 88.59 | 21% |
| Returns for 10 years | 16.05 | 198.06 | 8% |
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