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ALCAX vs OWCAX
ALCAX vs OWCAX Comparison
Open Charts ALCAX vs OWCAX
ALCAX vs OWCAX Comparison Chart in %
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ALCAX vs. OWCAX commentary
Jul 07, 2026
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 ALCAX is a Hold and OWCAX is a Hold.
FUNDAMENTALS
Fundamentals
ALCAX has more cash in the bank: 1.4B vs. OWCAX (392M). ALCAX pays higher dividends than OWCAX: ALCAX (3.34) vs OWCAX (2.59). ALCAX was incepted earlier than OWCAX: ALCAX (40 years) vs OWCAX (8 years). ALCAX (0.77) and OWCAX (0.76) have similar cost to investors . ALCAX is a more actively managed with annual turnover of: 35.00 vs. OWCAX (24.00). OWCAX has a lower initial minimum investment than ALCAX: OWCAX (1000) vs ALCAX (2500). ALCAX annual gain was more profitable for investors over the last year : 5.75 vs. OWCAX (2.50). ALCAX return over 5 years is better than : 4.23 vs. OWCAX (2.00).
| ALCAX | OWCAX | ALCAX / OWCAX | |
| Total Expense Ratio | 0.75 | 0.57 | 132% |
| Annual Report Gross Expense Ratio | 0.77 | 0.76 | 101% |
| Fund Existence | 40 years | 8 years | - |
| Gain YTD | 1.618 | 0.000 | - |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 392M | 357% |
| Annual Yield % from dividends | 3.34 | 2.59 | 129% |
| Returns for 1 year | 5.75 | 2.50 | 230% |
| Returns for 3 years | 11.04 | 7.06 | 156% |
| Returns for 5 years | 4.23 | 2.00 | 212% |
| Returns for 10 years | 14.82 | N/A | - |
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