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OCRDX vs VTSAX
OCRDX vs VTSAX Comparison
Open Charts OCRDX vs VTSAX
Invesco Rising Dividends C
Price$19.73
Change-$1.23 (-5.87%)
VolumeN/A
Net Assets3.44B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
OCRDX vs VTSAX Comparison Chart in %
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OCRDX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. OCRDX (3.44B). VTSAX pays higher dividends than OCRDX: VTSAX (1.09) vs OCRDX (0.01). 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: 34.00 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 : 14.80 vs. OCRDX (4.89). VTSAX return over 5 years is better than : 68.23 vs. OCRDX (3.92).
| 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 | 1.128 | 1.379 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 2.06T | 0% |
| Annual Yield % from dividends | 0.01 | 1.09 | 1% |
| Returns for 1 year | 4.89 | 14.80 | 33% |
| Returns for 3 years | 13.00 | 64.03 | 20% |
| Returns for 5 years | 3.92 | 68.23 | 6% |
| Returns for 10 years | 37.96 | 270.92 | 14% |
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