OCRDX
Price
$19.95
Change
+$0.16 (+0.81%)
Updated
Jul 3 closing price
Net Assets
3.31B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OCRDX vs VSMPX

Header iconOCRDX vs VSMPX Comparison
Open Charts OCRDX vs VSMPXBanner chart's image
Invesco Rising Dividends C
Price$19.95
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
OCRDX vs VSMPX Comparison Chart in %
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VS
OCRDX vs. VSMPX 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OCRDX (3.31B). VSMPX pays higher dividends than OCRDX: VSMPX (1.22) vs OCRDX (0.11). OCRDX was incepted earlier than VSMPX: OCRDX (32 years) vs VSMPX (10 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 : 13.90 vs. OCRDX (-1.38). VSMPX return over 5 years is better than : 95.69 vs. OCRDX (24.08).
OCRDXVSMPXOCRDX / VSMPX
Total Expense Ratio1.730.028,650%
Annual Report Gross Expense Ratio1.730.028,650%
Fund Existence32 years10 years-
Gain YTD8.3066.426129%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends0.111.229%
Returns for 1 year-1.3813.90-10%
Returns for 3 years17.4162.1728%
Returns for 5 years24.0895.6925%
Returns for 10 years17.05189.219%
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