Interact to see
Advertisement
Advertisement
OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$20.32
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets3.34B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OCRDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VTSMX commentary
Aug 18, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OCRDX (3.34B). VTSMX pays higher dividends than OCRDX: VTSMX (1.09) vs OCRDX (0.10). 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 : 16.21 vs. OCRDX (-0.97). VTSMX return over 5 years is better than : 85.82 vs. OCRDX (16.29).
| 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 | 10.315 | 9.266 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 1.91T | 0% |
| Annual Yield % from dividends | 0.10 | 1.09 | 10% |
| Returns for 1 year | -0.97 | 16.21 | -6% |
| Returns for 3 years | 7.65 | 46.80 | 16% |
| Returns for 5 years | 16.29 | 85.82 | 19% |
| Returns for 10 years | 17.68 | 202.54 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement