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OCRDX vs VSTSX
OCRDX vs VSTSX Comparison
Open Charts OCRDX vs VSTSX
Invesco Rising Dividends C
Price$19.73
Change-$1.23 (-5.87%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.82
Change+$8.82 (+2.78%)
VolumeN/A
Net Assets2.06T
OCRDX vs VSTSX Comparison Chart in %
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OCRDX vs. VSTSX commentary
Feb 04, 2026
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: 2.06T vs. OCRDX (3.44B). VSTSX pays higher dividends than OCRDX: VSTSX (1.12) vs OCRDX (0.01). OCRDX was incepted earlier than VSTSX: OCRDX (32 years) vs VSTSX (10 years). OCRDX (1.73) is less costly to investors than VSTSX (0.01). OCRDX is a more actively managed with annual turnover of: 34.00 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 : 14.81 vs. OCRDX (4.89). VSTSX return over 5 years is better than : 68.33 vs. OCRDX (3.92).
| 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 | 10 years | - |
| Gain YTD | 1.128 | 1.382 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.01 | 1.12 | 1% |
| Returns for 1 year | 4.89 | 14.81 | 33% |
| Returns for 3 years | 13.00 | 64.11 | 20% |
| Returns for 5 years | 3.92 | 68.33 | 6% |
| Returns for 10 years | 37.96 | N/A | - |
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