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OCRDX vs VSTSX
OCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSX
Invesco Rising Dividends C
Price$19.95
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
OCRDX vs VSTSX Comparison Chart in %
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OCRDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. OCRDX (3.31B). VSTSX pays higher dividends than OCRDX: VSTSX (1.23) vs OCRDX (0.11). OCRDX was incepted earlier than VSTSX: OCRDX (32 years) vs VSTSX (9 years). OCRDX (1.73) is less costly to investors than VSTSX (0.01). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VSTSX (2.00). OCRDX has a lower initial minimum investment than VSTSX: OCRDX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. OCRDX (-1.38). VSTSX return over 5 years is better than : 95.76 vs. OCRDX (24.08).
| OCRDX | VSTSX | OCRDX / VSTSX | |
| Total Expense Ratio | 1.73 | 0.01 | 17,300% |
| Annual Report Gross Expense Ratio | 1.73 | 0.01 | 17,300% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 8.306 | 6.427 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.23 | 9% |
| Returns for 1 year | -1.38 | 13.91 | -10% |
| Returns for 3 years | 17.41 | 62.21 | 28% |
| Returns for 5 years | 24.08 | 95.76 | 25% |
| Returns for 10 years | 17.05 | N/A | - |
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