Interact to see
Advertisement
Advertisement
OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$21.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
OCRDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCRDX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OCRDX (3.43B). VTSMX pays higher dividends than OCRDX: VTSMX (1.02) vs OCRDX (0.09). 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 : 11.43 vs. OCRDX (-2.94). VTSMX return over 5 years is better than : 77.17 vs. OCRDX (14.71).
| 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 | 16.124 | 15.489 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 2.05T | 0% |
| Annual Yield % from dividends | 0.09 | 1.02 | 9% |
| Returns for 1 year | -2.94 | 11.43 | -26% |
| Returns for 3 years | 15.95 | 64.40 | 25% |
| Returns for 5 years | 14.71 | 77.17 | 19% |
| Returns for 10 years | 33.04 | 223.01 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement