FHLKX
Price
$11.65
Change
-$0.01 (-0.09%)
Updated
Sep 15 closing price
Net Assets
73.38M
OCGCX
Price
$13.00
Change
-$0.02 (-0.15%)
Updated
Sep 15 closing price
Net Assets
4.4B
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FHLKX vs OCGCX

FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Sep 17, 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 FHLKX is a Hold and OCGCX is a Hold.

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FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.4B vs. FHLKX (73.4M). FHLKX (2.91) and OCGCX (2.84) have matching dividends . FHLKX was incepted earlier than OCGCX: FHLKX (7 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than FHLKX (0.40). FHLKX is a more actively managed with annual turnover of: 54.00 vs. OCGCX (11.00). FHLKX has a lower initial minimum investment than OCGCX: FHLKX (0) vs OCGCX (500). FHLKX annual gain was more profitable for investors over the last year : 8.95 vs. OCGCX (1.98). FHLKX return over 5 years is better than : 18.88 vs. OCGCX (5.17).
FHLKXOCGCXFHLKX / OCGCX
Total Expense Ratio0.391.4227%
Annual Report Gross Expense Ratio0.401.4228%
Fund Existence7 years29 years-
Gain YTD6.6332.018329%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets73.4M4.4B2%
Annual Yield % from dividends2.912.84102%
Returns for 1 year8.951.98451%
Returns for 3 years34.9421.81160%
Returns for 5 years18.885.17365%
Returns for 10 yearsN/A26.82-
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