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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$19.95
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OCRDX (3.31B). VTSAX pays higher dividends than OCRDX: VTSAX (1.21) vs OCRDX (0.11). OCRDX was incepted earlier than VTSAX: OCRDX (32 years) vs VTSAX (25 years). OCRDX (1.73) is less costly to investors than VTSAX (0.04). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). OCRDX has a lower initial minimum investment than VTSAX: OCRDX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. OCRDX (-1.38). VTSAX return over 5 years is better than : 95.62 vs. OCRDX (24.08).
| OCRDX | VTSAX | OCRDX / VTSAX | |
| Total Expense Ratio | 1.73 | 0.04 | 4,325% |
| Annual Report Gross Expense Ratio | 1.73 | 0.04 | 4,325% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 8.306 | 6.416 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.21 | 9% |
| Returns for 1 year | -1.38 | 13.89 | -10% |
| Returns for 3 years | 17.41 | 62.12 | 28% |
| Returns for 5 years | 24.08 | 95.62 | 25% |
| Returns for 10 years | 17.05 | 198.69 | 9% |
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