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FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$20.94
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.39B
FXAIX vs OCRDX Comparison Chart in %
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FXAIX vs. OCRDX commentary
Oct 21, 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 FXAIX is a Hold and OCRDX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. OCRDX (3.39B). FXAIX pays higher dividends than OCRDX: FXAIX (1.12) vs OCRDX (0.10). FXAIX was incepted earlier than OCRDX: FXAIX (14 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: 31.00 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 : 15.54 vs. OCRDX (-2.33). FXAIX return over 5 years is better than : 105.92 vs. OCRDX (15.58).
| FXAIX | OCRDX | FXAIX / OCRDX | |
| Total Expense Ratio | 0.01 | 1.73 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.73 | 1% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 14.435 | 13.681 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 3.39B | 21,315% |
| Annual Yield % from dividends | 1.12 | 0.10 | 1,156% |
| Returns for 1 year | 15.54 | -2.33 | -668% |
| Returns for 3 years | 87.16 | 26.89 | 324% |
| Returns for 5 years | 105.92 | 15.58 | 680% |
| Returns for 10 years | 261.52 | 26.76 | 977% |
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