FHLSX
Price
$11.71
Change
+$0.01 (+0.09%)
Updated
Sep 11 closing price
Net Assets
73.38M
OCGCX
Price
$13.06
Change
+$0.03 (+0.23%)
Updated
Sep 11 closing price
Net Assets
4.41B
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FHLSX vs OCGCX

FHLSX vs OCGCX Comparison Chart in %
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FHLSX vs. OCGCX commentary
Sep 13, 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 FHLSX is a StrongBuy and OCGCX is a Hold.

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FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.41B vs. FHLSX (73.4M). OCGCX (2.84) and FHLSX (2.81) have matching dividends . FHLSX was incepted earlier than OCGCX: FHLSX (7 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than FHLSX (0.50). FHLSX is a more actively managed with annual turnover of: 54.00 vs. OCGCX (11.00). FHLSX has a lower initial minimum investment than OCGCX: FHLSX (0) vs OCGCX (500). FHLSX annual gain was more profitable for investors over the last year : 9.42 vs. OCGCX (2.14). FHLSX return over 5 years is better than : 18.84 vs. OCGCX (5.41).
FHLSXOCGCXFHLSX / OCGCX
Total Expense Ratio0.491.4235%
Annual Report Gross Expense Ratio0.501.4235%
Fund Existence7 years29 years-
Gain YTD6.8372.096326%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets73.4M4.41B2%
Annual Yield % from dividends2.812.8499%
Returns for 1 year9.422.14440%
Returns for 3 years34.8221.70160%
Returns for 5 years18.845.41349%
Returns for 10 yearsN/A27.13-
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