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OCRDX vs VSMPX
OCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPX
Invesco Rising Dividends C
Price$21.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
OCRDX vs VSMPX Comparison Chart in %
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OCRDX vs. VSMPX commentary
Dec 04, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. OCRDX (3.43B). VSMPX pays higher dividends than OCRDX: VSMPX (1.12) vs OCRDX (0.09). 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 : 11.45 vs. OCRDX (-2.94). VSMPX return over 5 years is better than : 77.28 vs. OCRDX (14.71).
| 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 | 16.124 | 15.521 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 2.05T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | -2.94 | 11.45 | -26% |
| Returns for 3 years | 15.95 | 64.49 | 25% |
| Returns for 5 years | 14.71 | 77.28 | 19% |
| Returns for 10 years | 33.04 | 213.44 | 15% |
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