Interact to see
Advertisement
Advertisement
OCRDX vs VITSX
OCRDX vs VITSX Comparison
Open Charts OCRDX vs VITSX
Invesco Rising Dividends C
Price$19.95
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OCRDX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VITSX commentary
Jul 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. OCRDX (3.31B). VITSX pays higher dividends than OCRDX: VITSX (1.22) vs OCRDX (0.11). OCRDX was incepted earlier than VITSX: OCRDX (32 years) vs VITSX (28 years). OCRDX (1.73) is less costly to investors than VITSX (0.03). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VITSX (2.00). OCRDX has a lower initial minimum investment than VITSX: OCRDX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.90 vs. OCRDX (-1.38). VITSX return over 5 years is better than : 95.64 vs. OCRDX (24.08).
| OCRDX | VITSX | OCRDX / VITSX | |
| Total Expense Ratio | 1.73 | 0.03 | 5,767% |
| Annual Report Gross Expense Ratio | 1.73 | 0.03 | 5,767% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 8.306 | 6.423 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.22 | 9% |
| Returns for 1 year | -1.38 | 13.90 | -10% |
| Returns for 3 years | 17.41 | 62.12 | 28% |
| Returns for 5 years | 24.08 | 95.64 | 25% |
| Returns for 10 years | 17.05 | 198.64 | 9% |
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 % |
| TGCNX | 25.10 | 0.35 | +1.41% |
| TCW Concentrated Large Cap Growth N Cl | |||
| SLGYX | 24.82 | 0.31 | +1.26% |
| Saratoga Large Capitalization Growth A | |||
| SECAX | 11.27 | 0.11 | +0.99% |
| SEI Small Cap II A (SIIT) | |||
| BREUX | 39.90 | 0.21 | +0.53% |
| Baron Real Estate R6 | |||
| FFAMX | 21.74 | 0.06 | +0.28% |
| Fidelity Advisor Asset Manager 50% A | |||