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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$19.11
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSMX Comparison Chart
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OCRDX vs. VTSMX commentary
Jun 07, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OCRDX (3.16B). 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 : 10.96 vs. OCRDX (-4.44). VTSMX return over 5 years is better than : 80.94 vs. OCRDX (14.61).
| 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 | 2.932 | 0.817 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.18 | 9% |
| Returns for 1 year | -4.44 | 10.96 | -40% |
| Returns for 3 years | 3.56 | 40.34 | 9% |
| Returns for 5 years | 14.61 | 80.94 | 18% |
| Returns for 10 years | 10.99 | 179.94 | 6% |
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