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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
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HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Jul 14, 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 HCVAX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.44B vs. HCVAX (141M). HCVAX pays higher dividends than OCGCX: HCVAX (3.05) vs OCGCX (2.70). HCVAX was incepted earlier than OCGCX: HCVAX (22 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVAX (1.01). HCVAX is a more actively managed with annual turnover of: 27.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVAX: OCGCX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 10.16 vs. OCGCX (6.85). HCVAX return over 5 years is better than : 16.21 vs. OCGCX (7.15).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.42 | 71% |
| Annual Report Gross Expense Ratio | 1.01 | 1.42 | 71% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 4.526 | 3.244 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 141M | 4.44B | 3% |
| Annual Yield % from dividends | 3.05 | 2.70 | 113% |
| Returns for 1 year | 10.16 | 6.85 | 148% |
| Returns for 3 years | 30.22 | 21.08 | 143% |
| Returns for 5 years | 16.21 | 7.15 | 227% |
| Returns for 10 years | 58.09 | 28.41 | 204% |
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