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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$21.40
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OCRDX (3.45B). VTSMX pays higher dividends than OCRDX: VTSMX (1.02) vs OCRDX (0.10). OCRDX was incepted earlier than VTSMX: OCRDX (32 years) vs VTSMX (34 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 : 13.42 vs. OCRDX (-1.83). VTSMX return over 5 years is better than : 83.98 vs. OCRDX (15.63).
| 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 | 34 years | - |
| Gain YTD | 16.178 | 15.972 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.10 | 1.02 | 9% |
| Returns for 1 year | -1.83 | 13.42 | -14% |
| Returns for 3 years | 19.56 | 68.22 | 29% |
| Returns for 5 years | 15.63 | 83.98 | 19% |
| Returns for 10 years | 29.47 | 235.40 | 13% |
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