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OCRDX vs VITSX
OCRDX vs VITSX Comparison
Open Charts OCRDX vs VITSX
Invesco Rising Dividends C
Price$18.99
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OCRDX vs VITSX Comparison Chart
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OCRDX vs. VITSX commentary
Jun 16, 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 (3.16B). VITSX pays higher dividends than OCRDX: VITSX (1.29) 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 : 10.06 vs. OCRDX (-5.33). VITSX return over 5 years is better than : 91.41 vs. OCRDX (20.60).
| 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 | 3.094 | 1.365 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.29 | 8% |
| Returns for 1 year | -5.33 | 10.06 | -53% |
| Returns for 3 years | 14.86 | 57.62 | 26% |
| Returns for 5 years | 20.60 | 91.41 | 23% |
| Returns for 10 years | 10.10 | 179.47 | 6% |
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