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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$19.95
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OCRDX (3.31B). VTSMX pays higher dividends than OCRDX: VTSMX (1.12) 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 : 13.89 vs. OCRDX (-1.38). VTSMX return over 5 years is better than : 95.59 vs. OCRDX (24.08).
| 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 | 8.306 | 6.421 | 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 | 1.12 | 9% |
| Returns for 1 year | -1.38 | 13.89 | -10% |
| Returns for 3 years | 17.41 | 62.08 | 28% |
| Returns for 5 years | 24.08 | 95.59 | 25% |
| Returns for 10 years | 17.05 | 198.05 | 9% |
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