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OCRDX vs VSMPX
OCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPX
Invesco Rising Dividends C
Price$21.40
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
OCRDX vs VSMPX Comparison Chart in %
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OCRDX vs. VSMPX 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 OCRDX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. OCRDX (3.45B). VSMPX pays higher dividends than OCRDX: VSMPX (1.12) vs OCRDX (0.10). OCRDX was incepted earlier than VSMPX: OCRDX (32 years) vs VSMPX (11 years). OCRDX (1.73) is less costly to investors than VSMPX (0.02). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). OCRDX has a lower initial minimum investment than VSMPX: OCRDX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. OCRDX (-1.83). VSMPX return over 5 years is better than : 84.08 vs. OCRDX (15.63).
| OCRDX | VSMPX | OCRDX / VSMPX | |
| Total Expense Ratio | 1.73 | 0.02 | 8,650% |
| Annual Report Gross Expense Ratio | 1.73 | 0.02 | 8,650% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 16.178 | 15.994 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.10 | 1.12 | 9% |
| Returns for 1 year | -1.83 | 13.44 | -14% |
| Returns for 3 years | 19.56 | 68.30 | 29% |
| Returns for 5 years | 15.63 | 84.08 | 19% |
| Returns for 10 years | 29.47 | 225.48 | 13% |
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