Interact to see
Advertisement
Advertisement
OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$18.99
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OCRDX (3.16B). VTSMX pays higher dividends than OCRDX: VTSMX (1.18) vs OCRDX (0.11). OCRDX was incepted earlier than VTSMX: OCRDX (32 years) vs VTSMX (33 years). OCRDX (1.73) is less costly to investors than VTSMX (0.14). OCRDX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). OCRDX has a lower initial minimum investment than VTSMX: OCRDX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. OCRDX (-5.33). VTSMX return over 5 years is better than : 91.36 vs. OCRDX (20.60).
| OCRDX | VTSMX | OCRDX / VTSMX | |
| Total Expense Ratio | 1.73 | 0.14 | 1,236% |
| Annual Report Gross Expense Ratio | 1.73 | 0.14 | 1,236% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 3.094 | 1.349 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.18 | 9% |
| Returns for 1 year | -5.33 | 10.06 | -53% |
| Returns for 3 years | 14.86 | 57.59 | 26% |
| Returns for 5 years | 20.60 | 91.36 | 23% |
| Returns for 10 years | 10.10 | 178.92 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SCCUX | 10.98 | -0.09 | -0.81% |
| Invesco Income Advantage U.S. Fund C | |||
| TGIHX | 14.80 | -0.19 | -1.27% |
| Nuveen Core Equity I | |||
| CSPIX | 14.95 | -0.24 | -1.58% |
| Calvert Global Small-Cap Equity I | |||
| BVALX | 14.27 | -0.26 | -1.79% |
| Brown Advisory BeutelGoodmanLg-CpValInst | |||
| PDEQX | 18.36 | -0.36 | -1.92% |
| PGIM Jennison Emerging Markets Eq OppsR6 | |||