Home › Compare › IVWAX vs ORCC
IVWAX yields 11.67% · ORCC yields 9.79%● Live data
📍 IVWAX pulled ahead of the other in Year 1
Combined, IVWAX + ORCC cover 0 of 12 months — good coverage
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The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund, under normal market conditions, will invest no less than 30%, although the advisor intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.
Full IVWAX Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.