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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
Jun 24, 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: 4.34B vs. HCVAX (141M). HCVAX pays higher dividends than OCGCX: HCVAX (3.05) vs OCGCX (2.74). 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 : 12.08 vs. OCGCX (8.58). HCVAX return over 5 years is better than : 16.89 vs. OCGCX (8.05).
| 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 | 4.443 | 3.377 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 141M | 4.34B | 3% |
| Annual Yield % from dividends | 3.05 | 2.74 | 111% |
| Returns for 1 year | 12.08 | 8.58 | 141% |
| Returns for 3 years | 31.77 | 22.89 | 139% |
| Returns for 5 years | 16.89 | 8.05 | 210% |
| Returns for 10 years | 62.26 | 31.45 | 198% |
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