Interact to see
Advertisement
Advertisement
OCRDX vs VITSX
OCRDX vs VITSX Comparison
Open Charts OCRDX vs VITSX
Invesco Rising Dividends C
Price$20.94
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Market Idx I
Price$159.31
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
OCRDX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VITSX 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 OCRDX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.02T vs. OCRDX (3.39B). VITSX pays higher dividends than OCRDX: VITSX (1.14) vs OCRDX (0.10). 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 : 13.81 vs. OCRDX (-2.33). VITSX return over 5 years is better than : 84.90 vs. OCRDX (15.58).
| 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 | 13.681 | 13.021 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 2.02T | 0% |
| Annual Yield % from dividends | 0.10 | 1.14 | 9% |
| Returns for 1 year | -2.33 | 13.81 | -17% |
| Returns for 3 years | 26.89 | 76.06 | 35% |
| Returns for 5 years | 15.58 | 84.90 | 18% |
| Returns for 10 years | 26.76 | 225.83 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement