Home › Compare › USAAX vs ORCC
USAAX yields 12.35% · ORCC yields 9.79%● Live data
📍 USAAX pulled ahead of the other in Year 1
Combined, USAAX + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of USAAX + ORCC for your $10,000?
The investment seeks long-term growth of capital. The fund invests its assets primarily in a diversified portfolio of equity securities selected for their growth potential. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.
Full USAAX 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.