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OCRDX vs VSTSX
OCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSX
Invesco Rising Dividends C
Price$21.09
Change-$0.31 (-1.45%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.26
Change-$5.64 (-1.75%)
VolumeN/A
Net Assets2.05T
OCRDX vs VSTSX Comparison Chart in %
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OCRDX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. OCRDX (3.4B). VSTSX pays higher dividends than OCRDX: VSTSX (1.13) vs OCRDX (0.10). 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 : 11.53 vs. OCRDX (-1.83). VSTSX return over 5 years is better than : 80.90 vs. OCRDX (15.63).
| 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 | 16.178 | 13.963 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.10 | 1.13 | 9% |
| Returns for 1 year | -1.83 | 11.53 | -16% |
| Returns for 3 years | 19.56 | 66.99 | 29% |
| Returns for 5 years | 15.63 | 80.90 | 19% |
| Returns for 10 years | 29.47 | N/A | - |
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