OCRDX
Price
$19.47
Change
+$0.15 (+0.78%)
Updated
Jun 26 closing price
Net Assets
3.2B
VTSMX
Price
$146.91
Change
+$1.27 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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OCRDX vs VTSMX

Header iconOCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMXBanner chart's image
Invesco Rising Dividends C
Price$19.47
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX commentary
Jun 28, 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 StrongBuy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OCRDX (3.2B). VTSMX pays higher dividends than OCRDX: VTSMX (1.18) 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 : 11.43 vs. OCRDX (-3.83). VTSMX return over 5 years is better than : 97.67 vs. OCRDX (24.40).
OCRDXVTSMXOCRDX / VTSMX
Total Expense Ratio1.730.141,236%
Annual Report Gross Expense Ratio1.730.141,236%
Fund Existence32 years33 years-
Gain YTD4.8863.321147%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.2B1.82T0%
Annual Yield % from dividends0.111.189%
Returns for 1 year-3.8311.43-34%
Returns for 3 years12.3954.1923%
Returns for 5 years24.4097.6725%
Returns for 10 years14.07190.877%
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