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OCRDX vs VTSMX
OCRDX vs VTSMX Comparison
Open Charts OCRDX vs VTSMX
Invesco Rising Dividends C
Price$20.94
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets3.39B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
OCRDX vs VTSMX Comparison Chart in %
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OCRDX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. OCRDX (3.39B). VTSMX pays higher dividends than OCRDX: VTSMX (1.04) 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 : 13.79 vs. OCRDX (-2.33). VTSMX return over 5 years is better than : 84.86 vs. OCRDX (15.58).
| 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 | 13.681 | 13.012 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 2.02T | 0% |
| Annual Yield % from dividends | 0.10 | 1.04 | 9% |
| Returns for 1 year | -2.33 | 13.79 | -17% |
| Returns for 3 years | 26.89 | 76.02 | 35% |
| Returns for 5 years | 15.58 | 84.86 | 18% |
| Returns for 10 years | 26.76 | 225.10 | 12% |
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