Interact to see
Advertisement
Advertisement
FXAIX vs OCRDX
FXAIX vs OCRDX Comparison
Open Charts FXAIX vs OCRDX
Invesco Rising Dividends C
Price$21.09
Change-$0.31 (-1.45%)
VolumeN/A
Net Assets3.39B
FXAIX vs OCRDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. OCRDX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. OCRDX (3.4B). FXAIX pays higher dividends than OCRDX: FXAIX (1.11) vs OCRDX (0.10). 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: 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 : 15.86 vs. OCRDX (-1.83). FXAIX return over 5 years is better than : 105.43 vs. OCRDX (15.63).
| 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 | 17.628 | 16.178 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 3.4B | 21,708% |
| Annual Yield % from dividends | 1.11 | 0.10 | 1,159% |
| Returns for 1 year | 15.86 | -1.83 | -868% |
| Returns for 3 years | 79.05 | 19.56 | 404% |
| Returns for 5 years | 105.43 | 15.63 | 674% |
| Returns for 10 years | 272.34 | 29.47 | 924% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMIUX | 37.65 | 0.18 | +0.48% |
| FMI Common Stock Institutional | |||
| SVTAX | 11.38 | 0.03 | +0.26% |
| SEI Global Managed Volatility F (SIMT) | |||
| CZOVX | 30.33 | 0.04 | +0.13% |
| Zacks All-Cap Core Institutional | |||
| PJGRX | 53.32 | -0.06 | -0.11% |
| PGIM Jennison Growth R | |||
| FRRSX | 15.46 | -0.15 | -0.96% |
| Franklin Real Estate Securities C | |||