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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$19.73
Change-$1.23 (-5.87%)
VolumeN/A
Net Assets3.44B
FXAIX vs OCRDX Comparison Chart in %
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FXAIX vs. OCRDX commentary
Feb 04, 2026
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 FXAIX is a Buy and OCRDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. OCRDX (3.44B). FXAIX pays higher dividends than OCRDX: FXAIX (1.10) vs OCRDX (0.01). FXAIX was incepted earlier than OCRDX: FXAIX (15 years) vs OCRDX (32 years). OCRDX (1.73) is less costly to investors than FXAIX (0.01). OCRDX is a more actively managed with annual turnover of: 34.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than OCRDX: FXAIX (0) vs OCRDX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. OCRDX (4.89). FXAIX return over 5 years is better than : 93.74 vs. OCRDX (3.92).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | 0.01 | 1.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.73 | 1% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.998 | 1.128 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 3.44B | 21,915% |
| Annual Yield % from dividends | 1.10 | 0.01 | 18,331% |
| Returns for 1 year | 17.83 | 4.89 | 365% |
| Returns for 3 years | 75.94 | 13.00 | 584% |
| Returns for 5 years | 93.74 | 3.92 | 2,390% |
| Returns for 10 years | 310.97 | 37.96 | 819% |
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