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OCRDX vs VFFSX
OCRDX vs VFFSX Comparison
Open Charts OCRDX vs VFFSX
Invesco Rising Dividends C
Price$20.51
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.35B
Vanguard 500 Index Institutional Select
Price$318.54
Change+$0.69 (+0.22%)
VolumeN/A
Net Assets1.37T
OCRDX vs VFFSX Comparison Chart in %
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OCRDX vs. VFFSX commentary
Sep 09, 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 VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. OCRDX (3.35B). VFFSX pays higher dividends than OCRDX: VFFSX (1.18) vs OCRDX (0.10). OCRDX was incepted earlier than VFFSX: OCRDX (32 years) vs VFFSX (9 years). OCRDX (1.73) is less costly to investors than VFFSX (0.01). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VFFSX (2.00). OCRDX has a lower initial minimum investment than VFFSX: OCRDX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 17.87 vs. OCRDX (0.44). VFFSX return over 5 years is better than : 89.31 vs. OCRDX (16.08).
| OCRDX | VFFSX | OCRDX / VFFSX | |
| Total Expense Ratio | 1.73 | 0.01 | 17,300% |
| Annual Report Gross Expense Ratio | 1.73 | 0.01 | 17,300% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 11.183 | 10.485 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.37T | 0% |
| Annual Yield % from dividends | 0.10 | 1.18 | 9% |
| Returns for 1 year | 0.44 | 17.87 | 2% |
| Returns for 3 years | 18.45 | 65.99 | 28% |
| Returns for 5 years | 16.08 | 89.31 | 18% |
| Returns for 10 years | 26.59 | N/A | - |
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