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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$21.09
Change-$0.31 (-1.45%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. OCRDX (3.4B). VTSAX pays higher dividends than OCRDX: VTSAX (1.11) vs OCRDX (0.10). 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 : 11.52 vs. OCRDX (-3.29). VTSAX return over 5 years is better than : 80.80 vs. OCRDX (13.96).
| 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 | 14.495 | 13.952 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 2.05T | 0% |
| Annual Yield % from dividends | 0.10 | 1.11 | 9% |
| Returns for 1 year | -3.29 | 11.52 | -29% |
| Returns for 3 years | 18.82 | 66.89 | 28% |
| Returns for 5 years | 13.96 | 80.80 | 17% |
| Returns for 10 years | 25.60 | 225.71 | 11% |
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